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Our financial advice team


Colleen Downey Mitchell, Financial Advisor serving the Asheboro, NC area - Ameriprise Advisors

Colleen Downey Mitchell

AAMS

Financial Advisor

RiverRock Wealth Management
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 4 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Family Finances
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Saving for Education
  • Investments

Qualifications

  • AAMS™ Accredited Asset Management Specialist™
  • Series 7 - General Securities Representative Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • Series 63 - Uniform Securities Agent State Law Examination

Education

  • Robert Morris University, Bachelor of Science Industrial Marketing

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Kintegra Health Advisory Board Member
  • Collier Friends of the Panhandle Trail Vice President
  • Asheboro/Randolph, Liberty and Randleman Chambers of Commerce Member
  • Randolph Rotary Club Member since 2014
  • Junior Achievement of the Triad Volunteer since 2012
  • St. Joseph Building and Finance Advisory Boards
  • St. Joseph Columbiettes Charter 10891 - Charter Member 03/21/2015
  • Randleman Woman's Club Member since 2009
  • ABWA Heart of the Piedmont Chapter - Greensboro, NC since 2009

Interests

  • Spending time with family & friends at community & cultural events
  • Enjoy travelling to the mountains and the shores
  • Kayaking, camping, biking & hiking and visiting the parks along the Appalachian trail
  • Yoga