Doug Mithun
Financial Advisor
Many financial advisors are at your disposal. What sets apart Doug Mithun, Senior Financial Advisor, First Vice President-Investments at Wells Fargo Advisors in Delray Beach, he believes is his community involvement. “My values align with my clients in making the world a better place.”
Mithun and his wife, Marcia, who live in Delray Beach, are philanthropically active in the community. He is a board member at the Boca Raton Museum of Art, Boca West Children’s Foundation, Spirit of Giving Network and YMCA South Palm Beach County. They spend weekends at charity events. “Giving back is a large part of my values,” he says. “Philanthropy is a large part of my life. I’m moving my practice to align my values with my clients. I’m looking for clients that have shared values.”
With 30 years of experience in financial services, Mithun helps his clients navigate the intersection of money and meaning. “I help individuals and foundations help discover what’s truly important to them. We develop a plan and roadmap so I can help guide and work with them to keep them on track and where they need to be.”
He promotes the 4 Cs — clarity, confidence, consistency and confidentiality. “I give my clients these four principles so they can be successful in fulfilling all their goals,” he says. “Where we really shine is getting clients away from the daily noise of TV and the stock market. I help them get the courage to keep pressing on with a plan and following their roadmap. That way if life gives you a curveball, your emotions won’t keep you from achieving your goals.” And being part of Wells Fargo Advisors benefits Mithun’s clients even more. “I work for a premier institution that allows me to better serve my client.”
Mithun loves his profession. “I hope I am able to help make a difference in people’s lives,” he says. “My personal life is about giving and serving and that’s what my professional life is about.”
Wells Fargo Advisors, 5030 Linton Blvd., Delray Beach, 561-450-3017, home.wellsfargoadvisors.com/Doug.Mithun
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and nonbank affiliate of Wells Fargo & Company.
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