|“My goal is to bring Oxford’s world-class resources to bear to help clients do more with their wealth. I am focused on guiding clients to the peace of mind that comes with knowing their net worth is productive, secure and aligned with fulfilling their financial and personal goals.”|
About j. parker mitchell, MBA, CFA, CFP®
Parker Mitchell is a Managing Director with Oxford Financial Group, Ltd. His focus is working with clients to help them navigate the complexities of financial markets by providing customized advice based on a thorough understanding of their personal values, wealth transfer goals and vision for their business and legacy.
Prior to joining Oxford, Parker was a Principal and Senior Client Advisor at Bessemer Trust, where he led a team responsible for providing ultra-high-net-worth clients with proactive, highly-personalized advice across investment management, wealth planning and family office services. Before Bessemer, Parker was a Managing Director with Cresset, managing over $1 billion in client assets. Parker began his career at Cambridge Associates advising single family offices and institutional investors in portfolio construction and implementation, financial planning and family office services.
Parker earned his bachelor of arts degree in philosophy from the University of Mary Washington in Fredericksburg, Virginia. He went on to earn a master of business administration (MBA) from Georgia Tech’s Scheller College of Business with a concentration in finance. Parker is a holder of the Chartered Financial Analyst® designation (CFA® charterholder) and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.
Parker lives in Atlanta, Georgia with his wife Maggie and their two children. He enjoys spending time with his family, exercising, watching Atlanta United soccer and reading.