Mitch Clanton, CRPC, SE-AWMA

Mitch Clanton is a dedicated Financial Advisor and Vice President with over a decade of experience helping individuals and businesses navigate the complexities of financial planning. A proud graduate of the University of Alabama, Mitch combines Southern grit with Wall Street insight, having spent 10 formative years at Merrill Lynch where he honed his skills in wealth management, retirement planning, and strategic investment guidance. Today, Mitch serves a diverse clientele, including retirees seeking financial security and business owners aiming to optimize their financial strategies. His approach is rooted in trust, transparency, and a deep understanding of each client’s unique goals. Whether it’s building a retirement roadmap or crafting a succession plan for a family-owned business, Mitch aims to bring clarity and confidence to every financial decision. Outside of work, Mitch finds joy in the simple things—spending quality time with his wife, Katelyn, and their loyal dog, Blue. Whether it's a quiet evening at home or a weekend adventure, those moments are the ones he cherishes most. Deeply committed to giving back to his community, Mitch serves on the junior boards of several local charities, including The Bell Center and Unless U where he helps support early intervention programs for children and adults with special needs. His life is guided by purpose, compassion, and a belief in making a meaningful difference.