 |
Andy Southworth, CFP®, CLTC® CRC®Investment/Planning Analyst (502) 638-4850  |
Andy Southworth grew up in Newburgh, Indiana and graduated from Hanover College near Madison, Indiana in 1999. While at Hanover, Andy played football and baseball, was an active member of Phi Delta Theta, was named to the dean’s list multiple times, and received a Scholar Athlete Award. He received his Bachelor of Arts degree in Business Administration with a minor in economics.
Andy has been in the financial services industry for over eight years. He holds his CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP) designation. Andy is also a Certified Retirement Counselor (CRC) and has a certification in long-term care insurance (CLTC). He holds securities licenses in FL, IN, KS, KY, MI, MO NC, OH, and TX. He also holds the Series 7, 63, and 65 with LPL Financial. He maintains life and health insurance licenses in IN, KY, NC, and OH.
Andy focuses on comprehensive financial planning and investment analysis. He enjoys developing financial plans that allow his clients to fulfill their future life goals.
He enjoys traveling, playing golf, flag football, and softball, and is always up for a card game. He enjoys all trivia games and avidly follows college and professional sports.
Andy is a member of the Financial Planning Association (FPA). He is also a board member of the Lyndon Area Business Association and a volunteer with Junior Achievement.
View our latest event
Website Design