Wealth AdvisorMitch Mulcahy
Mitch has been serving clients as a Wealth Advisor since 2020, after earning his Bachelor of Science degree in Finance from the University of Tampa. He spent the past three years advising families in the Miami area and is excited to return to Tampa Bay, where his career began and where his family lives.
Helping others has always been a core value for me, so helping clients achieve their retirement goals and feel confident in their financial plan allows me to serve this purpose everyday
Mitch has been serving clients as a Wealth Advisor since 2020, after earning his Bachelor of Science degree in Finance from the University of Tampa. He spent the past three years advising families in the Miami area and is excited to return to Tampa Bay, where his career began and where his family lives.
In his role, Mitch works closely with families, business professionals, and business owners to develop personalized strategies around retirement, investment, and overall financial planning. He takes pride in building lasting relationships and helping clients feel confident in their financial future.
Outside of the office, Mitch is a passionate sports fan, cheering on the Ravens and Red Sox. He also enjoys golfing, boating in the Tampa Bay waters, spending time at the beach, and being with friends and family.
Mitch is proud to bring his financial planning experience and client-first approach to the Tampa Bay community.
Licenses and Education
• Series 65 Investment Advisor Registration
• Florida Life and Variable Annuity Insurance Agent License
• B.S. Finance, University of Tampa
St. Petersburg Office
Main/Text: 727-369-6151
200 Central Ave, 4th Floor,
St. Petersburg, FL 33701
200 Central Ave, 4th Floor,
St. Petersburg, FL 33701
Quick Links
All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.
Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor. BayView Private Wealth and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.
RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.
RFG Advisory Part 3, Form CRS, RFG Advisory Form ADV, Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy.
Insurance products and services are offered through several insurance providers, including RFG Solutions LLC, an affiliated company of RFG Advisory.
© Copyright BayView Private Wealth 2025. All rights reserved.