portrait of Mitchell J Slattery

About Mitchell

MY ROOTS

I grew up in Kirkwood, MO, graduating from both De Smet Jesuit High School and Miami University in Oxford, Ohio. While obtaining my bachelors degree, I majored in finance and supply chain management. Prior to joining Edward Jones as a financial advisor in 2018, I worked for a local law firm, McCarthy Leonard and Kaemmerer, and a national logistics company, Metrogistics.

COMMUNITY INVOLVEMENT

Growing up, I always made sure I spent time with groups and organizations I was passionate about. In my free time, I serve on the young friends board for a non-profit, Operation Food Search. I am a current...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Divorce Finances
  • College Savings

Work History

  • Edward JonesJune 2017 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Miami University OxfordBachelors

Personal Interests

  • Golfing
  • Community Outreach
  • Sports Enthusiast
  • Technology
  • Active Lifestyle

Team Members

  • Catherine Manoni
    Sr. Branch Office Administrator
  • Donna Schulze
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 06:00PM
Tue 08:00AM - 06:00PM
Wed 08:00AM - 06:00PM
Thu 08:00AM - 06:00PM
Fri 08:00AM - 06:00PM
Sat By Appointment Only
Sun Closed

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