Mitchell Moncure

Wealth Planning Associate

Mitchell collaborates with Wealth Advisors and Partners to service existing and new client relationships, emphasizing financial planning, estate planning, tax planning, and tax preparation.

Prior to joining Heritage, Mitchell interned for a large financial firm. He earned his B.S. from Virginia Tech in Finance with a concentration in Financial Planning. As an undergrad, he was a Virginia Tech Financial Planning Association member. He recently passed the Certified Financial Planner exam and is a candidate for the CFP Designation.

Mitchell has been an active volunteer for Camp Hope, a Christian camp for underprivileged children. He is a Richmond, VA, native and an avid soccer fan in support of England’s Manchester United.