Maggie Mitchell

Client Experience Coordinator

The lowcountry of coastal South Carolina has always been my happy place, and it centers me.

I was born and raised on the sea islands of Beaufort, South Carolina, and after earning my degree in nursing from the University of South Carolina, spent an amazing 16 years as a labor and delivery nurse. It was a privilege to share the moment of birth with so many families.

Personal relationships and serving others are very important to me. I was drawn to financial planning by the importance of serving clients and helping them achieve their dreams as individuals and for their families and communities. I bring dedicated service, calm strength, compassion, confidentiality and creativity as part of my time-tested skills for working with clients.

Outside of career work, my husband and I spend our free time making memories with our three daughters. We love to be outside and take in all that the lowcountry has to offer and to explore new experiences both on water and land.

I am thrilled for this opportunity that life has blessed me with to work with people on an individual and family basis and look forward to continuing to serve and connect with clients relationally throughout the many exciting stages of their lives.

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