Mitchell J. Gravelle's Qualifications

Mitchell Gravelle Mitchell J. Gravelle, CFP®, MBA, Senior Vice President-Investments Officer, Senior PIM® Portfolio Manager, Financial Advisor

Mitch has over 25 years of wealth management and investment planning experience. He is committed to pursuing professional excellence and delivering superior customer service and portfolio management for his clients.

Education:

  • Villanova University, Bachelor of Science in Business Administration
  • Stillman School of Business, Seton Hall University, MBA

Registrations:

  • Series Licenses 7, Series 31, Series 63                      
  • General Securities Representative, Investment Advisor Representative, Managed Futures
  • Securities Agent: AL, AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, MI, MT, NC, NE, NJ, NY, OK, PA, SC, TN, TX, UT, VA, WV
  • Insurance Licenses:  Life, Long-Term Care, Fixed and Variable Annuities
  • Insurance Agent: AZ, CT, NC, NJ, NY, PA

Qualifications, Certifications and Designations:

  • Senior Vice President – Investment Officer
  • CERTIFIED FINANCIAL PLANNER™ professional
  • Senior PIM® Portfolio Manager designation (Private Investment Management)
  • Financial Advisor since 1997
  • Platinum Council Wells Fargo Advisors in 2020, 2021
  • Five Star Wealth Manager Award Winner in 2022


The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

2022 FIVE STAR WEALTH MANAGER.  This award was issued on March 3, 2022 by Five Star Professional for the time period August 1, 2022 through July 31, 2023. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 1,519 Charlotte Market wealth managers were considered for the award; 7% percent of candidates were named 2022 Five Star Wealth Managers. Visit fivestarprofessional.com. 
Wells Fargo Advisors does not provide tax or legal advice.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

Heather Durkin Gravelle's Qualifications

Heather Gravelle  
Heather Durkin Gravelle, CDFA, MBA, Financial Advisor 

Heather has spent her career in dynamic relationship management roles in the financial services industry in both New York and Charlotte. She uses her relationship management background to identify and engage key resources to benefit her clients. Additionally, she uses her coaching experience to help clients set goals and implement plans to help achieve them.  

Education:

  • Villanova University, Bachelor of Science in Business Administration
  • Fairleigh Dickinson University, MBA

Registrations: 

  • Series 7, Series 66
  • General Securities Representative, Investment Advisor Representative
  • Securities Agent: AL, AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, MI, MT, NC, NE, NJ, NY, OK, PA, SC, TN, TX, UT, VA, WV.
  • Insurance licenses for Life, Long-Term Care, Fixed and Variable Annuities in NC
  • Insurance Agent: NC
  • Certifications:
  • Certified Divorce Financial Analyst (CDFA®)

Other Training and Professional Education:

  • Global Professional in Human Resources® (GPHR®)
  • Gallup Trained Strengths Coach and Facilitator
  • Situational Leadership Coach and Facilitator
  • Leadership: Inspiring Employee Engagement Coach and Facilitator



Note: Wells Fargo Advisors does not provide tax or legal advice. 
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to simply imply that the firm or its associates are acting as experts in this field.