Bethesda - 7475 Wisconsin Ave

Nina Mitchell

Senior Wealth Advisor

7475 Wisconsin Ave
Bethesda, MD 20814

Nina Mitchell
Nina Mitchell

About Nina

Nina Mitchell is a Senior Wealth Advisor and Principal of Focus Partners and serves as Co-President of Focus Sports and Entertainment. She draws on her deep expertise in investment advisory, financial planning, tax and family office services to serve an elite group of professional athletes, many of whom have retired to successful second careers. She also advises and coordinates the often-complex financial lives of professionals, business owners, and executives.

As a co-founder of Her Wealth®, Nina is a regular contributor and shares her investment and financial advice for women in the Washington, D.C. region on WTOP radio. She is a speaker, writer, and contributor for women’s financial advocacy and enjoys helping women to engage in all aspects of their wealth from creation to legacy planning. Nina was also named an InvestmentNews Women to Watch in 2018.*

Nina served as a partner with Bridgewater Wealth & Financial Management prior to merging with Focus Partners in early 2018. She was a Principal and co-Founder of MTX Wealth Management, LLC and served as President of SFX Financial Advisory Management Enterprises, Inc. She has also held other past senior executive positions at sports management companies, focusing her expertise in providing financial and investment advice to professional athletes, executives and women.

Nina earned a Bachelor of Science in Accounting from the University of Maryland. She holds the Series 65 license, and is currently a non-practicing Certified Public Accountant. She serves on the University of Maryland Smith School of Business Advisory Board. She is also a board member of the Boomer Esiason Foundation and the Lymphatic Malformation Institute.

In her spare time, Nina loves biking, walking, traveling and spending time with family and friends, especially her husband, Jason, and their two children.

Disclosures:

InvestmentNews Women to Watch criteria: Women to Watch (2018) – Demonstrated success and leadership in the financial advisory industry; proven ability or power to effect change in the industry; exhibited willingness to share her expertise with others in the field, including by serving as a mentor or role model to other female professionals in the industry and speaking at industry events; and has given back to her community through activities such as sitting on boards, volunteering and donating time to help investors.