Mitch Davies

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Mitch is dedicated to helping elevate the firm by aiming to provide an exceptional planning experience for its clients. He passed his Series 65 exam in January 2024 and is insurance licensed in multiple states. Mitch has had a passion for financial markets, economics, and asset management since he began college. He brings a youthful, fresh perspective to the planning process within ClearPath Retirement.

Mitch was raised in Charleston and has spent the majority of his life in the Carolinas. He is a recent graduate of Coker University in Hartsville, where he played on the tennis team. Mitch understands the value of hard work and team building and is extremely excited about the opportunity to serve clients and provide a thorough, holistic experience at the firm.

Although he grew up in Charleston, Mitch’s roots are firmly planted in Spartanburg, where his family is actively engaged in the local community. They cheer on his brother, a tennis player at Converse University, and share a strong bond in supporting their community’s growth.

Beyond his professional pursuits, Mitch stays active through workouts and various sports. He’s also a dedicated traveler, always seeking new experiences and connections.