Morgan Stanley
47yrs
Top 1% by experience in Boca Raton
38yrs
Mitzi Pasch
Full name on record: Mitzi Suzanne Pasch
Financial advisor at Prospera Financial Services
Mitzi Pasch is a fiduciary financial advisor in Boca Raton, Florida, with 38 years in the industry. After 19 years at Cutter & Company and three years at Midsouth Capital, Mitzi joined Prospera Financial Services in 2025, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 1651 advisors with offices in Boca Raton, and one of 1499 fiduciaries.
At a glance
Experience38 years (since 1988)
How that compares ?Top 6% by experience in Florida
OfficeBoca Raton, FL
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$681,918
Advisors at the firm270
States licensed ?2 states
Services through Prospera Financial Services
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- May 2025 – nowProspera Financial Services, Inc.Current firm
- 2006 – 2025Cutter & Company, Inc.Previously
- 2003 – 2006Midsouth Capital, Inc.Previously
- 2001 – 2009Index Asset ManagementPreviously
Contact Mitzi
(972) 581-3000Firm headquarters in Dallas, TX. Ask for Mitzi. Boca Raton, FLOffice · Get directions X (Twitter) pageProspera Financial ServicesIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Mitzi
Tailored to Mitzi’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mitzi
How do I contact Mitzi?
Call Prospera Financial Services at (972) 581-3000 and ask for Mitzi Pasch. Mitzi works from the Boca Raton, FL office.
How long has Mitzi been a financial advisor?
Mitzi has been in the industry since 1988, about 38 years. Top 6% by experience in Florida.
What licenses does Mitzi hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Mitzi a fiduciary?
Mitzi is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mitzi paid?
Prospera Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Mitzi for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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