Zoe K Mitchell

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2022 → 08/2023
  Pnc Capital Markets, Llc
  Philadelphia, PA
• 10/2018 → 05/2020
  Florida Agricultural & Mechanical University
  Tallahassee, FL
• 05/2020 → 08/2020
  Villa San Michele
  Tallahassee, FL
• 08/2020 → 05/2021
  Florida Agricultural & Mechanical University
  Tallahassee, FL
• 05/2021 → 07/2021
  Pnc Capital Markets, Llc
  New York City, NY
• 08/2018 → 10/2018
  Unemployed
  Tallahassee, FL
• 11/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tallahassee, FL
• 08/2023 → 02/2024
  Norwegian Cruise Line Holdings
  Remote, FL
• 04/2024 → 02/2025
  Pfizer
  Tampa, FL
• 02/2025 → 04/2025
  Asset Living
  Houston, TX
• 04/2025 → 10/2025
  Unemployed
  Tallahassee, FL
• 10/2025 → Present
  Leon County Schools
  Tallahassee, FL
• 09/2021 → 10/2021
  Releve Entertainment Llc
  Tallahassee, FL
• 03/2021 → 04/2021
  Cardinal Group Management & Advisory Llc
  Tallahassee, FL
• 04/2018 → 04/2022
  Florida Agricultural & Mechanical University
  Tallahassee, FL
• 05/2020 → 08/2020
  Asset Living
  Houston, TX
• 08/2014 → 05/2018
  Chiles High School
  Tallahassee, FL
• 01/2026 → Present
  Bank Of America, N.A.
  Tallahassee, FL

Other Businesses

I*3252265, Entity Type Entity Governmental, Name of OBA: Leon County Schools Address: TallahasseeFlorida32304 Investment Related: No Position, Title, Association: Employee Employee Start Date: 10/01/2025No Hours: 0 No Hours during trading: 0 Duties: I accept assignments on a rolling basis where I will be tasked with supervising and facilitating classrooms of any grades K-12. I am a registered substitute teacher the the Leon County Schools system.

Exams

• S66 Uniform Combined State Law Examination
  2026-01-30
• S63 Uniform Securities Agent State Law Examination
  2023-02-17

Other Names

• Zoe Mitchell
• Zoe Karen Maybelline Mitchell