Our Qualifications

 

 Mitch Stillman serves as a financial advisor for high-net-worth individuals,
corporations, and executives. He provides advanced investment and wealth-
building strategies and identifies issues that apply to his clients, such as tax
efficient investing strategies*, portfolio management and retirement planning.
Mr. Stillman will coordinate his activities with those of his clients' CPAs and
attorneys to ensure proper management of client affairs.

Mr. Stillman feels his depth of experience allows him to be innovative,
aggressive, and prudent in helping executives manage personal, wealth and
providing access to lending services through Well Fargo Affiliates and employee retirement plans.

He also performs investment management consulting and portfolio
management  with an emphasis on technical analysis as a supplement to
fundamental analysis.

Mr. Stillman, a resident of Scottsdale, Arizona since 1981, began his distinguished career in the financial services industry in 1981, serving as a vice president for Paine Webber before joining a Wells Fargo Advisors predecessor firm in 1988. From 2004 through 2016, he has been a member of the firm's Premier Advisor Program, a distinction reserved for the firm's top producers who have also demonstrated exceptional client service.  From 1999 to 2004, he was a member of the firm's previous recognition program which was called Chairman's Circle of Excellence.

The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors and reflects a high level of standards as measured by one or more of the firm’s criteria for revenue generation, educational attainment and client-service best practices.

Mr. Stillman, earned his bachelor's degree in finance from the University of
Cincinnati and is a PIM Portfolio Manager. He is a supporter of a number of local charities in the Phoenix area.

Comprehensive Investment Planning

Making sure your wealth continues to work in support of the goals you have
established takes careful planning. Such planning is not a single event. It is a
process. As your life circumstances change, so must the investment strategies Mitch uses to stay on course toward meeting
your objectives.

About Wells Fargo Advisors

We provide financial advisory, brokerage, asset management and other financial services through approximately 15,000+ Financial Advisors nationwide.*  We help our clients make the most of their existing and potential assets by offering sound investment advice and providing the highest level of service.  As one of the industry's largest retail brokerage businesses, our firm is headquartered in St. Louis, Missouri.  Wells Fargo Advisors is a non bank affiliated of Wells Fargo & Company.

Wells Fargo Advisors combines the capabilities of a large national firm with a culture more akin to that of the regional firms from which it evolved.  Central to that culture is a strong dedication to supporting the relationship of the firm's Financial Advisors with their clients.

We want you to prosper.  That simple fact is at the center of everything we do.  Our Financial Advisors listen and respond to your financial needs.  They have the knowledge and resources to help you take control of your financial future.  When you select a Wells Fargo Advisors' Financial Advisor, we realize you have chosen us over scores of alternatives in a highly competitive industry.  We will work hard to earn your trust each time we serve you. 

Our Mission

To combine the strength and heritage of our firm with the insight, concern, and experience of our associates to give clients objective, individualized advice and service that will help them achieve their long-term financial goals.

If you are an investor who demands sound financial advice, call or stop by our nearest office today.  We welcome the challenge of helping you reach your financial goals.  We look forward to helping you for many years to come.

 

Getting Started

Please Contact Mitch today at (480)419-2070 or
Mitchell.stillman@wfadvisors.com to schedule a confidential no-obligation
appointment or portfolio review.

*Based on number of Financial Advisors as of March 31,2016.