Shawn Mitchell

Shawn Mitchell was raised in Statesville, North Carolina, and attended Campbell University in Buies Creek, NC, the only university in the nation with a trust and wealth management program. He received his BBA & MBA in Trust and Investment Management, with a minor in Financial Planning, in 2009. He also holds the CTFA certification.

Upon graduation, he moved to Texas to work with Bank of America, where he spent over eight years in trust administration, first as a trust assistant and for the last six years as a trust officer. In that time, he administered a wide variety of trust, IRA and investment management accounts. Since joining Advocacy Trust, he has led the creation and administration of our Pooled Trust offerings.

Shawn and his wife, Crystal, met in high school and have two children, Haley and Shawn, Jr. In their free time, they enjoy swimming and hiking in the mountains.