Jerry-Mitchell

I have been a licensed financial advisor for over 6 years. Prior to launching my own firm Incite Wealth Management LLC in Orlando, FL I was a manager at Morgan Stanley Wealth Management. I created Incite to offer superior quality wealth management services to young professionals and minorities after I realized that those communities had been overlooked in the wealth management industry. My goal is to help the members of these communities build and protect their wealth and gradually close the wealth gap in the United States. One key to closing the wealth gap is increasing financial literacy especially in minority communities and that’s why I offer free webinar videos explaining financial concepts on my iAdvisor YouTube channel. If you’d like more information on how I may help you reach your financial goals just visit https://incitewealth.com .