Mitch Smith, CIMA®| Senior Partner
Today’s investors are faced with a constant flood of information from all directions. Many are simply overwhelmed. Mitch Smith joined Ashworth Sullivan to help clients sift through the noise and identify what’s actually important. His goal is to bring organization and simplicity to a client’s financial life.
Prior to joining Ashworth Sullivan, Mitch spent seventeen years in the alternative investment industry educating advisors and investors on products designed to provide income and reduce portfolio volatility. He has extensive experience working with Non Traded Real Estate Investment Trusts, 1031 Exchange’s, Preferred Stocks and Reg D Private Placements having raised over $750 million in those programs.
An Athens native and Bulldog fan, Mitch graduated from The University of Georgia with a degree in Risk Management and Insurance. He currently holds Series 6, 7, 63 and 65 securities licenses and is licensed for life, disability, long term care and variable insurance products.
Mitch lives in Milton with his wife Chris and their three children Laney, Henry and George. They attend The Parish Anglican Church and enjoy hiking, swimming and cooking on the Big Green Egg.