Mitchell Lamoriello (CFP®)

Mitchell Lamoriello focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • Business Owners
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Millennials

Planning Specialties

Mitchell has innovation in his bones. As a recent graduate, he understands the unique challenges and circumstances of the next generation, and is passionate about discovering new ways his family firm can help serve a changing investor and investment marketplace.

As an investment specialist, Mitchell sits on the Advus’ investment committee. He also is responsible for assisting in the firm’s qualitative and quantitative due diligence process and contributing to the research on capital markets and global economic conditions. His knowledge base in investments provides him with a strong foundation to help answer client questions and navigate issues with their portfolio. As he spends more time with clients, Mitchell understands the importance of achieving goals and has expanded his knowledge, skills and approach beyond investments to encompass holistic financial planning.

Before joining Advus, Mitchell was a research analyst at LAMCO Advisory Services, Inc. (now Advus) and an asset management analyst for PFM Asset Management. He received a BS in finance from the University of Florida.

Mitchell is a member of the Financial Planning Association® and the National Association of Personal Financial Advisors. He is a CERTIFIED FINANCIAL PLANNER™ Professional and earned his Series 65. He is also the president elect of the Central Florida Gator Club and treasurer of the Orlando Alumni Chapter of Sigma Chi.

Mitchell lives in Winter Park, Florida, with his wife, Danielle. His hobbies include playing basketball, distance running, cooking and watching Florida Gator sports.

NAPFA Start Date

August 03, 2021


This Office

1525 International Parkway, Suite 2071 Lake Mary, FL 32746 Phone: (407) 585-1171

Other Offices

271 N Pennsylvania Ave, Suite 3 Winter Park, FL 32789 Phone: (407) 585-1171