Zack Vaughn, CFP®

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Managing Director
Benjamin F. Edwards - Germantown, TN
1468 Kimbrough Rd
Ste 101
Germantown, TN 38138

zack.vaughn@benjaminfedwards.com
Phone: 901-236-0910

CA License #0E89176

MY BACKGROUND

Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards in 2017 as a financial advisor and facilitated the opening of our Germantown office. I began my financial services career in 2000, and I’m passionate about educating clients and helping them achieve their goals through proper planning and investment strategies.

Outside of work, I like to spend time with my wife, Lesley, our daughter Izzy, and our son Knox. I enjoy exercising, playing golf and traveling with my family to the beach for some rest and relaxation.

AREAS OF CONCENTRATION

Asset Allocation
Education Planning Strategies
Estate Planning Strategies
Financial Planning Strategies
Insurance Planning
Investment Strategies
Portfolio Management
Retirement Planning Strategies
Wealth Management

EDUCATION AND CREDENTIALS

The University of Tennessee at Knoxville, Master of Science in Agriculture
The University of Tennessee at Knoxville, Bachelor of Science in Agriculture
CERTIFIED FINANCIAL PLANNER^TM (CFP®) professional, 2007

WHAT IS A CFP^®? A CERTIFIED FINANCIAL PLANNER^™, or CFP^®, certification means a financial advisor has successfully completed a rigorous training program followed by a comprehensive 6-hour exam administered in accordance with the CERTIFIED FINANCIAL PLANNER^™ Board of Standards. Professionals who are awarded this accreditation demonstrate skill in analyzing situations and developing personalized long-term financial strategies. CERTIFIED FINANCIAL PLANNER^™ Board of Standards Inc. owns the certification marks CFP^® and CERTIFIED FINANCIAL PLANNER^™ in the U.S.