Wells Fargo Advisors
47yrs
Top advisor by experience in Fort Myers
23yrs
Amy Mitchell
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith
Based in Fort Myers, Florida, Amy Mitchell is a fiduciary financial advisor with 23 years of industry experience. Amy has been with Merrill Lynch, Pierce, Fenner & Smith since 2019. Merrill Lynch, Pierce, Fenner & Smith offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 470 advisors with offices in Fort Myers, and one of 423 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?More experience than 70% of advisors at Merrill Lynch, Pierce, Fenner & Smith
Office13250 University Center Blvd, Fort Myers, FL 33907
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill Lynch, Pierce, Fenner & Smith
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
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.
Series 66Uniform Combined State Law Examination
Career
- 2019 – now
- 2004 – 2019
Questions to ask Amy
Tailored to Amy’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Amy
How do I contact Amy?
Call Merrill Lynch, Pierce, Fenner & Smith at 800-637-7455 and ask for Amy Mitchell. Amy works from the Fort Myers, FL office.
How long has Amy been a financial advisor?
Amy has been in the industry since 2003, about 23 years. More experience than 70% of advisors at Merrill Lynch, Pierce, Fenner & Smith.
What licenses does Amy hold?
Series 66. Tap any license on this page to see what it allows.
Is Amy a fiduciary?
Amy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Amy paid?
Merrill Lynch, Pierce, Fenner & Smith reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Amy 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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