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Andrew Mitchell, CFP®, CPA, PFS

Andrew Mitchell, CFP®, CPA, PFS

Senior Associate,
Relationship Manager

  • Montgomery, AL
  • Remember the Titans
  • My Granddaddy, Bo Jackson, and Matt Pittman
  • Guard your heart above all else, for it determines the course of your life. Prov. 4:23
  • Integrity, generosity, and sense of humor

Financial Advisors

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™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

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
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