Refer a Friend
“I work hard to help members comprehend complex financial matters by breaking them down into simple terms.”
Contact Info
- Moses Mitchell
- Wealth Management Relationship Specialist
- (239) 333-0187
- Contact by Email*
Quick Facts
- Specialties: Client relationship building and financial advising
- Education: Business and Management certificate, High Tech Central
- Honors: Rising Star Award Recipient
About
With over 20 years of customer relations experience — including 10 years of financial services experience — I excel at working closely and empathetically with members to develop personalized wealth management solutions. My process involves actively listening, understanding their concerns, and tailoring my assistance accordingly.
I’m all about clear communication, which builds trust and transparency. I love helping our members understand complex financial information.
I love working at LMCU because I relish any chance to make a meaningful difference in the Fort Myers community I call home. When I’m not working, you’ll likely find me relaxing at the beach, cooking, or exploring the area’s historic architecture.