Andy Southworth, CFP®, CRC®, CLTC® CERTIFIED FINANCIAL PLANNER™ Practitioner First Vice President/ Investment Services & Planning 502-394-0400

My Philosophy
I am a big believer in comprehensive financial planning. I focus most of my time on developing financial plans and analyzing investments. A written financial plan can help a client set goals, develop a strategy to meet those goals, and track their performance. I set yearly meetings with clients to reevaluate their goals and investments and strive to maintain a close relationship with my clients.

Formal Education & Experience
Certificate in Financial Planning, Bellarmine University 2006-2007

Financial Planner, Kentucky Planning Partners Louisville, KY 2007 – present
New England Financial Louisville, KY 2005 – 2006
AXA Advisors Louisville, KY 2002 – 2005
Edward Jones Louisville, KY 1999 – 2002

B.A. in Business, Hanover College 1995-1999

Series 7, 63, 65 along with Life and Health licenses in Indiana, Kentucky, Michigan, Missouri, North Carolina, and Ohio.

Securities registration in the following states: Florida, Georgia, Illinois, Indiana, Kentucky, Michigan, Minnesota, Missouri, Mississippi, and Ohio.

Professional Credentials and Memberships
CFP® – CERTIFIED FINANCIAL PLANNER™ Practitioner
CLTC® – Certification in Long Term Care Insurance
CRC® – Certified Retirement Counselor
Junior Achievement Board Member

Personal
I am married to Carrie Jennings, an orthodontist in Mt. Washington, KY. I have twin boys (Marcus and Patrick) who are one year old. I am a huge sports fan (especially the Cincinnati Reds) and enjoy playing golf, flag football, and softball. I enjoy a day at the races, hiking, and traveling.