Samuel Mitchell, CFP®, MBA

Samuel (Sam) brings over two decades of experience helping high-net-worth individuals and families implement strategies for growth and asset protection. In recognition of his commitment to clients and excellence in wealth management, Sam was named to the Forbes Best-In-State Wealth Advisors list in 2024, 2025, and again in 2026. Prior to joining Beacon Pointe, Sam served clients and held the position of Chief Compliance Officer at Ironmark Advisors. He began his financial career at American Express, where he earned distinction as a three-time Advisor of the Year and achieved advanced advisor status—accolades that underscore his commitment to excellence and client success. Sam is a CERTIFIED FINANCIAL PLANNER® (CFP®) and holds a bachelor’s degree in business administration and an MBA from Midwestern State University. During his time at Midwestern, Sam was a standout athlete on the men’s collegiate soccer team, leading as captain to secure the program’s first-ever Lone Star Conference title. Outside of the office, he loves spending time outdoors—whether it’s camping, fishing, or riding ATV’s to the next adventure.