Mitzie Wilson

With over 15 years of experience, Mitzie has dedicated her career to understanding her clients' unique needs and guiding them through financial milestones. She focuses on educating clients about financial matters, alleviating the fears often associated with investing, and helping them navigate life's challenges with clarity and confidence. Her mission is to apply critical thinking to lead clients to and through retirement, empowering them to be mindful of their money decisions and how they align with their long-term goals.

Mitzie goes beyond traditional investment advice, prioritizing the creation of trusted relationships. She takes the time to genuinely understand each client's background and objectives, offering tailored guidance that resonates with their personal and financial lives.

A Pittsburgh native, Mitzie is passionate about giving back, supporting financial literacy initiatives, and mentoring young people to achieve success. An avid traveler, she cherishes her adventures around the world, especially her time in Bermuda, Costa Rica and Monte Carlo. In her free time, Mitzie enjoys playing backgammon and jigsaw puzzles, drawing on the strategic thinking and problem-solving skills from both  to enhance  her approach to wealth management.