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LeAnn Mitchell, CRPC
Chief Compliance Officer, Co-Founder
 & Director of Client Services

(804) 955–1603

LeAnn has over 30 years of experience in the financial services industry. She started her career with John Hancock Mutual Funds serving as a Customer Service Representative and eventually as a Call Center Manager assisting firm clients and financial advisors.  After moving to Virginia in 1999, she worked as an equity trader for First Union Securities and then joined Scott & Stringfellows product marketing department.  In 2002,  she joined the Forbes-Washburn Consulting Group at Prudential Securities, moved with them to SunTrust Capital Markets and finally helped open Alpha Omega Wealth Management in 2009.   LeAnn has a B.A. in Finance from Bentley College and has earned the designation of Chartered Retirement Planning Counselor (CRPC®).  She and her husband, Scott, have one daughter, Kaitlyn.

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