Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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Zack Vaughn CFP®
Managing Director
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 PLANNERTM (CFP®) professional, 2007
CA License #0E89176
Phone 901-236-0910
Toll Free Phone 833-410-4433
Phone (Direct) 901-236-0910
Check the background of this investment professional on FINRA’s BrokerCheck