Andrew Mitchell is a wealth management financial advisor based in Nashville, TN.
Andrew joined CAPTRUST in 2022 from TrustCore Financial Services. He provides comprehensive advice in retirement planning, education funding, tax strategies, estate planning, insurance, and investment management. He partners with clients to build a clear financial roadmap that aligns every aspect of their finances with achieving what matters most to them.
Andrew earned a Bachelor of Science in Business Administration with a concentration in Accountancy and a Master of Accountancy from Auburn University. He holds the CERTIFIED FINANCIAL PLANNER® designation, is a Certified Public Accountant (CPA), and a Personal Financial Specialist (PFS™).
Outside of work, Andrew enjoys fly fishing, golfing, hiking, and spending time with his wife, two daughters, and their dog.
Education
- Bachelor of Science in Business Administration degree in accountancy from Auburn University
- Master of Accountancy from Auburn University
Industry Designations
- CERTIFIED FINANCIAL PLANNER®
- Certified Public Accountant
- Personal Financial Specialist
Industry Involvement
- Member, American Institute of CPAs (AICPA)
- Member, Tennessee Society of CPAs (TSCPA)
Memberships
- Member, Phoenix Club of Nashville