Andrew Mitchell, CFP®, CPA, PFS

Senior Specialist,
Financial Planning

Contact CAPTRUST
Biography
Education & Other Highlights
Location(s)

Andrew Mitchell is a wealth management financial advisor based in Nashville, TN.

Andrew joined CAPTRUST in 2022 from TrustCore Financial Services. He serves as a senior associate and relationship manager working with clients in the areas of retirement planning, education, tax, estate, insurance, and investment management. He helps clients create a roadmap that aligns all aspects of their personal finances towards accomplishing their financial goals. Andrew earned a Bachelor of Science in Business Administration degree in accountancy and a Master of Accountancy from Auburn University. He also holds the designations of CERTIFIED FINANCIAL PLANNER™, Certified Public Accountant, and Personal Financial Specialist.  

Outside of work, Andrew enjoys fly fishing, golf, hiking, and spending time with his wife, daughter, and 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)
  • Member, Financial Planning Association (FPA)

Memberships

  • Board member, Phoenix Club of Nashville

Resources

Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.