Mitchell Roth, High Net Worth Financial Advisor at Vanguard at Vanguard

Mitchell Roth

High Net Worth Financial Advisor at Vanguard at Vanguard | Charlotte, North Carolina, United States

Profile last verified July 2026
Financial Services Verified Profile Charlotte, North Carolina, United States Western Illinois University
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Personal Email

***@gmail.com

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Phone Number

828*****

United States • Mobile

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Mitchell Roth Socials
Mitchell Roth Work Experience

President - Financial Planning at Jakob's Wealth Management in August 2026 - August 2026

Financial Consultant at Equitable Advisors in August 2026 - August 2026

Client Relationship Manager at Ameriprise Financial Services, LLC. in August 2026 - August 2026

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Mover at ADAMANTINE SPINE MOVING in August 2026 - August 2026

Delivery Driver/Marketing at Eatgburg.com in August 2026 - August 2026

High Net Worth Financial Advisor at Vanguard at Vanguard in August 2026 - Present

Mitchell Roth Education

Western Illinois University, Bachelor’s Degree, January 2016 to January 2018

Carl Sandburg College, Associate’s Degree, January 2013 to January 2015

Mitchell Roth Skills
Business Process Basketball Communication Time Management Customer Satisfaction Critical Thinking Leadership Team Leadership Teamwork Problem Solving Customer Service Organization Skills Team Motivation Behavioral Finance Financial Literacy Personal Finance Corporate Finance Capital Markets Productivity Improvement Budgeting Priority Management
About Mitchell Roth’s Current Company
Vanguard

We are a community of 50 million who think—and feel—differently about investing. Together, we’re changing the way the world invests. For over 50 years, Vanguard has helped people pursue their financial goals with a spotlight on long-term value and low costs. We’ve made it a focus to put investors first, so whether you’re saving for your first home or investing for a comfortable retirement, we’re here to help you succeed. Community guidelines: vgi.vg/sgl1

Discover more about Vanguard
Mitchell Roth’s Colleagues
Rebecca Katz

Rebecca Katz

Wilmington, Delaware, United States

Principal, Vanguard

Principal, Participant Education at Vanguard
(August 2026 – August 2026)

Daniel Reyes

Daniel Reyes

Philadelphia, Pennsylvania, United States

Principal, Global Head of Investment Product

Summer Analyst at Mission Residential
(August 2026 – August 2026)

John Galloway

John Galloway

Greater Philadelphia

Principal, Global Head of Investment Stewardship

Executive Director at Future44
(August 2026 – August 2026)

Anna Spiro

Anna Spiro

United Kingdom

Associate Goldman Sachs Investment Stewardship

Senior Investment Stewardship Analyst at Vanguard
(August 2026 – August 2026)

Amanda Muir

Amanda Muir

Scottsdale, Arizona, United States

Principal, Head of Client Success for West

Ultra High Net Worth Team Lead at Vanguard
(August 2026 – Present)

Chelsey Werner

Chelsey Werner

Greater Philadelphia

Sales Executive @ Vanguard | Certified Financial Planner, MBA, Series 24, Series 7, Series 63

Vanguard Accelerated Development Program at Vanguard
(August 2026 – Present)

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Frequently asked questions about Mitchell Roth

What is Mitchell Roth email address?

Email Mitchell Roth at [email protected]. This email is the most updated Mitchell Roth's email found in 2026.

How to contact Mitchell Roth?

To contact Mitchell Roth send an email to [email protected].

What company does Mitchell Roth work for?

Mitchell Roth works for Vanguard.

What is Mitchell Roth's role at Vanguard?

Mitchell Roth is High Net Worth Financial Advisor at Vanguard

What industry does Mitchell Roth work in?

Mitchell Roth works in the Financial Services industry.

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