Principals

 
  • Established January 20, 2006
  • The principals of the firm have over 100 years of experience and have associated together in the financial and investment management industry for over two decades.
  • Clients include profit sharing and 401-K plans, trusts and estates, IRA rollovers, charitable foundations and individuals.

Richard Mitchell
Douglas R. McLeod
Kyle Pugh
Carmen Williams
Mara Fulford
Katherine M. McGinley



  The purpose of this Web site is to provide general information about services provided by Mitchell, McLeod, Pugh & Williams, Inc. This site is not intended to provide investment advice nor is it in any way a solicitation or offer to sell investment advisory services in any jurisdiction in which it would be unlawful to do so. Visitors to this Web site should neither act nor refrain from acting on the basis of any information found on this site without first obtaining advice from a licensed professional.