Deann Mitchell
Vice President | Wealth Advisor at CAPTRUST | Kansas City Metropolitan Area
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Deann Mitchell, a seasoned financial professional with over 30 years of experience, currently serves as Vice President and Wealth Advisor at CAPTRUST, a national leader in wealth management. Since joining the firm in 2022, Deann has leveraged her extensive background to enhance the firm’s offerings in women's wealth management, divorce financial planning, and transition financial planning. Her expertise as a Certified Financial Planner (CFP) and Certified Divorce Financial Analyst (CDFA) uniquely positions her to address the nuanced financial needs of women, particularly during significant life transitions such as divorce or retirement.
At CAPTRUST, Deann is actively involved in key projects that aim to empower women by providing tailored financial strategies that align with their long-term goals. She believes in a collaborative leadership approach, fostering strong relationships with clients to build trust and understanding. Deann’s commitment to community outreach and non-profit development is evident in her efforts to educate women about financial independence and investment opportunities. Her skills in business development and board governance further enhance her ability to connect clients with valuable resources and networks.
Deann’s passion for financial planning extends beyond traditional wealth management; she is dedicated to creating a supportive environment where women can confidently navigate their financial journeys. By combining her deep industry knowledge with a genuine desire to help others, Deann Mitchell continues to make a significant impact at CAPTRUST, guiding clients toward financial empowerment and success.
Vice President | Wealth Advisor at CAPTRUST in July 2022 to Present
Principle at Deann Mitchell Consulting, LLC in May 2019 to July 2022
Wealth Advisor, Certified Financial Planner, Certified Divorce Financial Analyst at Frontier Wealth Management in June 2013 to July 2022
Candidate for Kansas House of Representatives District 26 at State of Kansas in February 2018 to November 2018
Financial Advisor, Certified Financial Planner, Certified Divorce Financial Analyst at Ameriprise Financial Services, Inc. in January 2012 to June 2013
Financial Advisor & Certified Financial Planner, CFP at U.S. Bancorp Investment Inc in November 2006 to January 2012
Financial Advisor at ING Financial Advisors in January 1999 to October 2006
Registered Representative at Aetna Financial Services in February 1986 to January 1999
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Collaborative Leadership
Non-profit Leadership
Leadership Development
Organizational Leadership
Leadership
Retirement Planning
Wealth Management
Financial Planning
Investments
Financial Advisory
Non-profit Development
Building Connections
Community Outreach
Business Development
Board Governance
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Discover more about CAPTRUSTWhat is Deann Mitchell email address?
Email Deann Mitchell at [email protected]. This email is the most updated Deann Mitchell email found in 2026.
What is Deann Mitchell phone number?
Deann Mitchell phone number is +18165895159 and +19133906258.
How to contact Deann Mitchell?
To contact Deann Mitchell send an email to [email protected]. If you want to call Deann Mitchell try calling on +18165895159 and +19133906258. (updated on October 30, 2024)
What company does Deann Mitchell work for?
Deann Mitchell works for CAPTRUST
What is Deann Mitchell's role at CAPTRUST?
Deann Mitchell is Vice President | Wealth Advisor
What industry does Deann Mitchell work in?
Deann Mitchell works in the Financial Services industry.
Deann Mitchell Email Addresses
Deann Mitchell Phone Numbers
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