Phyllis R. Mitchell,  CFP<sup>&reg;</sup> - Financial Advisor

Phyllis R. Mitchell, CFP®

President

Phyllis R. Mitchell Financial Services, Inc

9927 Stephen Decatur Hwy, Ste 18
Ocean City, MD 21842
(410) 213-2150

General

Phyllis Mitchell is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Phyllis R. Mitchell Financial Services, Inc in Ocean City, MD and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CFS

Insurance Licenses

  • Life insurance: DE,VA
  • Health/disability insurance: DA,VA
  • Fixed annuities: DE,MD,VA,PA
  • Variable annuities

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Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Investment Management, Employee Benefits, Insurance, Retirement, Stocks & Bonds

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