Zack Vaughn CFP^®

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

CA License #0E89176