®
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.