WMG Financial Advisors
29yrs
Top 7% by experience in Morristown
34yrs
Mitchell McCann is a fiduciary financial advisor in Morristown, Tennessee, with 34 years in the industry. Mitchell joined Wells Fargo Advisors in 2010, after a year at Morgan Stanley and seven years at Citigroup Global Markets. Mitchell holds the CFP® designation.
One of 28 advisors with offices in Morristown, and one of 25 fiduciaries.
At a glance
Experience34 years (since 1992)
How that compares ?Top advisor by experience in Morristown
Office1833 W Morris Blvd Suite 201, Morristown, TN 37813
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?2 states
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2010 – nowWells Fargo Clearing Services, LLCCurrent firm
- Jun 2009 – Jun 2010Morgan StanleyPreviously
- 2002 – 2009Citigroup Global Markets Inc.Previously
Contact Mitchell
Local office(423) 581-5222Ask for Mitchell. (314) 875-3000Main office · St. Louis, MO 1833 W Morris Blvd Suite 201Morristown, TN 37813Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Mitchell
Tailored to Mitchell’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?
- 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?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mitchell
How do I contact Mitchell?
Call Mitchell’s local office at (423) 581-5222 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Mitchell McCann.
How long has Mitchell been a financial advisor?
Mitchell has been in the industry since 1992, about 34 years. Top advisor by experience in Morristown.
What licenses does Mitchell hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Mitchell a fiduciary?
Mitchell is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mitchell paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Mitchell 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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