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Mitch Hodgkiss, Private Wealth Advisor serving the Charlotte, NC area - Ameriprise Advisors

Mitch Hodgkiss

APMA

Private Wealth Advisor

Managing Director
Blue Cardinal Wealth Solutions

An Ameriprise Private Wealth Advisor

26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Investments
  • Insurance
  • Tax Planning Strategies
  • Estate Planning Strategies

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Science, Finance, UNC-Charlotte (1998)

Awards & recognition

  • Ameriprise Circle of Success, 2018, 2019, 2020, 2021, 2022
  • Ameriprise Ultimate Digital Excellence Award, 2021, 2023
  • Blue Cardinal Wealth Solutions, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • Forbes Best-in-State Wealth Advisors, 2024

Professional associations

  • Lake Norman Chamber of Commerce

Previous experience

  • Vice President of Investments, Wachovia Securities, Charlotte, NC, 2004-2009
  • Financial Advisor, Morgan Keegan & Co., Inc., Charlotte, NC, 2002-2004
  • Regional Director of Investments, Lincoln Financial Advisor Corp., Charlotte, NC, 1998-2002

Community participation

  • St. Matthew Catholic Church, Homeless Shelter Volunteer
  • The Good Fellows, Charitable Organization Member
  • Friendship Trays

Interests

  • Athletic conditioning coach
  • Volunteering with Mel's Diner though St. Matthews Catholic Church
  • Volunteering as a youth hockey coach for the Carolina Junior Hurricanes