One of the most fulfilling joys of my life is my workplace. I have the distinct pleasure of working with top-notch, brilliant, multi-talented Advisors and Staff - the best in the industry. Our work environment is “TEAM.” Our primary objective is to provide comprehensive financial planning, concentrating on collaborative processes to maximize your personal goals while integrating relevant elements of your personal & financial circumstances. Our commitment to our clients, and to each other, encompasses the utmost integrity, competence, care, skill, prudence and due diligence when providing counsel on an appropriate financial roadmap for you and your family.
Mary Jo Mitchell grew up in Roanoke and graduated from Jefferson High School and Virginia Western Community College. She is married to Dave Mitchell with whom she has two sons Trey and Joe. Trey attended the prestigious North Carolina School of the Performing Arts for his High School Senior year, graduating from Shenandoah University with a degree in Musical Theater. Joe graduated from the University of South Carolina with a degree in Business and Marketing.
Mary Jo has been with Valley Financial Solutions for 22 years and enjoyed a career in the financial industry spanning over 40 years. She believes the strength of our firm is its people. Superior leadership, talented staff, and exemplary advisors cultivate a professional work environment based on the core principle of integrity. Valley’s planning independence paves the way for our clientele to also be reassured that choice is a fundamental element of our service to them. Adding in a team approach which utilizes our advanced, experienced advisors results in unsurpassed service in the Roanoke Valley and surrounding areas.
Mary Jo serves our firm as Vice President of Operations. Her accountabilities encompass every aspect of the business operating smoothly. She is a high-energy, hands-on professional willing to go to any length to serve our clientele, staff, and advisors. She performs her duties with utmost professionalism, integrity, and passion - thriving on making a positive difference in every life she touches. Mary Jo is not registered with Royal Alliance Associates, Inc.
Outside of Valley, her interests include golf, tennis and college football – go Hokies and go Gamecocks. Mary Jo and Dave attend Grandin Court Baptist Church enjoying helping people and giving back to their community. And she loves returning home each day to a precious Bichon named Fergie who sits in the bay window anxiously awaiting the arrival of her mommy and daddy.