Specialties
About Me
Andrea Carpenter is a Financial Advisor with Prosperity Partners Wealth Management, LLC.
Andrea has been in the financial industry over 25 years and during that time has worked with clients from a variety of industries, including small Business Owners, Teachers and Engineers. Over the years, Andrea has worked with not only clients, but other advisors in financial plan design and training. With all the twists and turns one can experience in their financial lives, Andrea utilizes her diverse business acumen and financial credentials in helping clients plan for the financial challenges ahead. She works in navigating those paths by focusing on educating clients to their options and opportunities in building a plan to walk through various life stages on their financial journey. A lifelong East Tennessee native, Andrea graduated from Maryville College with a degree in Management where she met her spouse Joel. They have two children, Madalyn, also an MC grad and Joshua, a recent graduate of the University of Tennessee. Andrea is the former board president of a local nonprofit, Kingdom Design Ministries and is an active supporter of her church.
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Interests & Hobbies
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Credentials
ChFC, CLU, CF2
Chartered Designations
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Disclosures
Securities & Investment Advisory Services offered through Geneos Wealth Management, Inc., Member FINRA, SIPC, & Registered Investment Advisor. Listed entities are not affiliated. Investments in securities involve risk, including the potential loss of principal invested. Any information posted on this Linked In page is neither an offer to sell nor a solicitation of an offer to buy any security or investment strategy. Social Media disclaimers and additional information can be found here http://www.prosperitypartnerswm.com.