Mitchell Nguyen

Designations and licenses

Mitchell has a life and health insurance license.

Experience and education

Mitchell provides comprehensive wealth management focused on clear strategy, disciplined execution and long-term results. His work spans investment management, retirement planning, risk management and coordination with estate and tax professionals.

Before joining Mariner, Mitchell was a vice president of investments and private client advisor at J.P. Morgan. He also served as a vice president and financial consultant at Charles Schwab, advising clients on investments and financial planning.

Mitchell earned a bachelor’s degree in economics from Rollins College.

Personal interests

Away from the office, Mitchell enjoys golf, cooking and rowing.