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Our Team

Caroline Andrews

Partner, Financial Advisor — AAMS™

Partner, Financial Advisor

Caroline Andrews, AAMS™

Caroline Andrews is a Partner and Financial Advisor at Legacy Financial with the Accredited Asset Management Specialist™ (AAMS™) designation. She brings a thoughtful, relationship-first approach to financial planning — taking the time to understand each client's unique circumstances before building any recommendation.

Caroline specializes in working with families and individuals to create comprehensive financial plans that address both immediate needs and long-term goals. She is particularly passionate about helping clients navigate life transitions — whether that's approaching retirement, planning for a child's education, or managing an inheritance.

As part of the Legacy Financial team, Caroline believes that collaboration is the key to great financial planning — and that every client deserves a team with the expertise and dedication to help them thrive.

Areas of Focus

  • Retirement Income Planning
  • Family Financial Planning
  • College Savings (529 Plans)
  • Investment Management
  • Estate & Legacy Planning
Credentials
  • Accredited Asset Management Specialist™ (AAMS™)
  • FINRA / SIPC Member
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