Andrea Soule

Andrea is a seasoned Financial Advisor with over 20 years of experience helping individuals and families navigate life’s financial complexities with clarity and confidence. As a Certified Trust and Fiduciary Advisor (CTFA) and Certified Retirement Services Professional (CRSP), Andrea provides thoughtful, personalized guidance tailored to each client’s unique goals, values and circumstances.

With a career spanning banking, trust and estate services, and retirement planning, Andrea combines deep technical expertise with a relationship-driven approach. Her background as a financial planning analyst and client advocate equips her to craft sound, results-oriented strategies that address both immediate needs and long-term goals.

Andrea lives in Alpharetta, Georgia, with her husband, Aaron, their three children and their beloved dogs. She is passionate about helping clients build financial plans that create confidence today and security for the future.