Collette Mitchell
Wealth Management Advisor - Minneapolis
About Collette
I am a Wealth Management Advisor at TIAA and have more than 20 years of experience in the financial services industry.
My entire career focuses on working with people as they navigate through their working years and into their retirement years. There is no handbook on how to prepare for not having a paycheck coming in, so I am passionate about continuing to educate and assist my clients with preparing for retirement. I specialize in providing results-focused financial plans designed to enable my clients to pursue long-term financial health. My areas of focus include retirement planning, asset management, and legacy planning.
I earned my bachelor’s degree in finance from Villanova University.
My husband and I have five grown children. As empty nesters, we enjoy traveling, playing golf, and mountain biking. Prior to moving to Minnesota to be closer to my son, I spent time living in Annapolis Maryland and Seattle, Washington.
My entire career focuses on working with people as they navigate through their working years and into their retirement years. There is no handbook on how to prepare for not having a paycheck coming in, so I am passionate about continuing to educate and assist my clients with preparing for retirement. I specialize in providing results-focused financial plans designed to enable my clients to pursue long-term financial health. My areas of focus include retirement planning, asset management, and legacy planning.
I earned my bachelor’s degree in finance from Villanova University.
My husband and I have five grown children. As empty nesters, we enjoy traveling, playing golf, and mountain biking. Prior to moving to Minnesota to be closer to my son, I spent time living in Annapolis Maryland and Seattle, Washington.