As an Associate Wealth Advisor, I act as the liaison between the Mitlin team and our clients.
I build relationships, attend client meetings and work toward ensuring that clients leave with a fantastic experience. I strive to provide clients with the highest level of service.
I started my journey in financial services at West Virginia University, where I received a Bachelor of Science degree in Finance.
I was awarded the African American Diversity Scholarship through the American College of Financial Services, a highly sought-after scholarship with a competitive application process. I was also honored to win the 2020 Business & Finance Award from Long Island Business News. The award recognizes financial professionals who have made a significant impact on the community.
I serve on the advisory board of the FPA Next Generation Planner. This digital magazine provides content for those new to the profession, to help them shape the future of wealth management. I am adding my experience and perspective to this publication to train and reach the next generation.
When not working and wowing clients, you can find me spending quality time with family, working out and brunching with friends.
Long Island Business News – Business & Finance Award 2020 Honoree – Jorrell Bland. Long Island Business News; Business and Finance Awards are based on the following criteria. 1) Must work for a company/organization that is based on or has at least 1 office located on Long Island (Nassau County; Suffolk County.) 2) Holds a position related to finance, including: banking professionals, accountants, financial advisors, controllers, chief financial officers, and other financial professionals. 3) Exhibits continued excellence in professionalism and industry success. 4) Serves as a role model both within one’s company and within the financial industry. 5) Displays continued dedication to bettering the Long Island community, both through excellence in one’s career and through community service, nonprofit efforts, etc. This recognition should not be construed as an endorsement of the advisor by any client.
Best piece of financial advice received:
“Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver” – Ayn Rand
“A man that does not know his past, has no future.”
Something on your bucket list:
To obtain my pilot’s license