CERTIFIED FINANCIAL PLANNER™ Professional
Financial Planning Coordinator
As the Financial Planning Coordinator at Capital Financial Advisors, Andrew Vinson - better known as Andy to his clients and colleagues - is in charge of all of the systems, software and processes that are instrumental to the development and execution of client financial plans. He is responsible for the establishment, monitoring and review of all phases of the Wealthcare Guide Process.
A Certified Financial Planner™ professional, Andy utilizes his training and years of experience to assist agents with the mechanics of creating and monitoring plans for their clients. What Andy loves best about this job is “the thrill of building something useful for clients on a daily basis.”
The firm’s clients, many of whom are busy professionals in the medical field, particularly appreciate how much Andy’s work helps to relieve them of the day-to-day overhead of managing their personal finances. “I’m motivated by that fact that the work I do with clients has a long term impact on their lives,“ says Andy.
Before joining Capital Financial Advisors, Andy worked at Morgan Keegan for close to ten years.Beginning with a college internship, he was soon able to transition into a full-time position in their planning department.While Andy enjoyed his time at Morgan Keegan, making the switch to his position at Capital Financial Advisors has allowed him to take on a more strategic role.
Andy was raised in Bartlett, Tennessee; he currently lives in Memphis.
Andy Vinson is a registered representative of MML Investors Services, LLC, Member SIPC, 12 Cadillac Drive, Suite 440, Brentwood, TN 37027 (615) 309-6300.