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Mitchell Leroy Location
Houston, TX, US
Mitchell Leroy Work
Wealth Manager @ (July 2025 - Present)
Associate Wealth Manager @ (July 2021 - July 2025)
Financial Planning Analyst @ (June 2020 - August 2021)
Paraplanner @ Vaughn Wealth (February 2018 - February 2020)
Financial Planning Intern @ Alberts and Heling, CPA's, LLC (May 2017 - August 2017)
Mitchell Leroy Education
University of Wisconsin-Madison
Bachelor's degree (Personal Finance)
2015-2017
Mitchell Leroy Skills
Attention to detail
Client Services
Customer Relationship Management (CRM)
High Pressure Situations
Microsoft Access
Microsoft Excel
Microsoft Office
Personal Financial Planning
Problem Solving
SQL
Teamwork
Time Management
Mitchell Leroy Summary
Mitchell Leroy, based in Houston, TX, US, is currently a Wealth Manager at Willis Johnson Wealth. Mitchell Leroy brings experience from previous roles at Willis Johnson Wealth, Vaughn Wealth and Alberts and Heling, CPA's, LLC. Mitchell Leroy holds a 2015 - 2017 Bachelor's degree in Personal Finance @ University of Wisconsin-Madison. With a robust skill set that includes Attention to detail, Client Services, Customer Relationship Management (CRM), High Pressure Situations, Microsoft Access and more. Mitchell Leroy has 1 emails on RocketReach.
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