Andrew Laughlin

Andrew Laughlin, CFP®, is a Senior Associate at Diversified Trust in Nashville, Tennessee, where he focuses on delivering tailored wealth strategies to high-net-worth individuals, families, and institutional clients. His responsibilities include advising clients on investment allocation, multi-generational wealth transfer, and complex estate planning, with an emphasis on tax-efficient charitable giving and business owner solutions.

His career spans key roles in investment management and client service, previously serving as a Registered Client Service Associate at UBS and as an Investment Associate at SunTrust Investment Services. In these positions, he gained experience across equities, fixed income, and alternative investments, enhancing his skill set in asset allocation and client relationship management.

Andrew holds a Bachelor of Science degree from the University of South Carolina and is a CERTIFIED FINANCIAL PLANNER™ professional. His expertise includes U.S. equities, diversified portfolio construction, tax-advantaged strategies, and advising families with significant investment income or complex estate needs. He is recognized for his thoughtful approach to long-term capital growth, wealth preservation, and optimizing philanthropic impact for clients.