Broker Check
Mitchell Nelson

Mitchell Nelson

Senior Wealth Manager

Mitchell Nelson has more than 22 years’ experience in helping individuals, self-proprietors, company owners, companies, and charitable organizations to plan for and pursue their financial goals. At Rockdale, Mitch offers a wide range of products and services including tax management, investment management, retirement strategies, estate and trust conservation, insurance and annuity products, Medicare insurance planning and college financial planning. Mitch is currently securities registered in the Tri-State Area as well as Florida, Maryland, North Carolina, Pennsylvania, South Carolina, California, Nevada, and Texas. He is also licensed for various forms of insurance in the Tri-State area, New Hampshire, North Carolina, South Carolina, Pennsylvania, Georgia. California, Nevada, and Texas.

Mitch strives to provide clear, easily understood explanations of financial products and services. The personalized analysis Mitch provides is a roadmap towards a more secure financial future.

Mitch also has an office at 960 Starkey Road, Unit 10406, Largo, Florida 33771 which is by appointment only. Please contact Mitch at (727) 250-0250 to schedule an appointment.