Mitch Avery, CPA®

Wealth Advisor

Mitch Avery has been a successful wealth management advisor in the East Tennessee area since 2003. He earned a Bachelor of Science in Accounting from Auburn University in 1987. Upon graduation, Mitch began his career in public accounting and became a fully Certified Public Accountant in 1995. He eventually moved out of public accounting, and completed the last 7 years of his accounting career as the controller for a local manufacturing company.

In 2003, Mitch decided to go into wealth management in order to integrate his career with his affection for working with people. He pursued his goal of starting his own independent practice thru LPL Financial in October, 2009 with a desire to offer clients objective, independent advice. Mitch believes in the power of income oriented investments and building wealth through cash flow over time. He says his goal is simple: To assist investors in building and protecting their investments and be a resource in all financially related matters.

Mitch is currently an active member of TSCPA, AICPA and holds his CPA license. He holds the Series 7, 24, and 63 registrations through LPL Financial, and holds his series 66 registration through Flagship Harbor Advisors and also maintains life and health licenses . He currently lives in Maryville, TN and has been involved in coaching youth sports, community service, local business groups, property owner association as a board member serving on various committees and enjoys time with family above all else.

Phone (865) 233-3386
Fax (865) 724-1105