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Welcome to the Team, Mitch!

Client Centered

We're excited to welcome Mitch Nelson to the Rockdale family!

Mitchell Nelson has more than 19 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 licensed in the Tri-State Area as well as Florida, Maryland, North Carolina, Pennsylvania, South Carolina and Texas.

More About Rockdale Asset Management, INC

Why Us?

Years of experience have prepared us to guide you through your life transitions.

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Who We Are

We create strategies that are tailored to your needs and goals.

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Our Team

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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