Mitchell J. Gravelle, MBA, CFP®
Managing Director, Senior PIM Portfolio Manager
My curiosity in the markets over 30 years ago has turned into a rewarding career and some of my life’s most important work. As Managing Director – Investments, a CERTIFIED FINANCIAL PLANNER®, and a Senior PIM Portfolio Manager, I put my expertise to work for the amazing people I proudly call clients. I know each of my clients personally and I would not want to do things any other way.
Over the past three decades, I’ve had the privilege of walking with clients through the many stages of the investment planning process in a wide variety of market conditions. I have consistently put my experience to work to help them avoid costly mistakes and grow and preserve their wealth. It’s been rewarding to know that I have sat at the dining room tables of my clients and have helped them navigate the myriad of investment and financial decisions that are designed to help them to live, invest, and retire with confidence.
As a runner who has completed 17 marathons to date, I go the extra mile. I apply the same discipline and planning it takes to run marathons to the work I do with my clients. I strive to remain meticulous and calm as markets shift, taking the time to think through the process without overreacting. Through careful planning, we’re able to set actionable plans designed to work toward our clients’ goals. As a family man, I am always looking out for our clients and their families.
Outside the office, I enjoy playing golf, reading biographies about historical figures who have shaped our economy and world, and traveling. I typically have an international trip on the near term horizon.
Location: Charlotte
*The PIM Program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review Wells Fargo Advisors advisory disclosure for a full description of our services. The minimum account size for this program is $50,000.