Andrea Carpenter ChFC, CLU
Andrea Carpenter is a Financial Advisor with Prosperity Partners Wealth Management, LLC. Although new to Prosperity Partners, many of us here have known and had opportunity to work with Andrea since the beginning of her career. Andrea has been in the financial industry over 25 years and during that time has worked with clients from a variety of industries, including small Business Owners, Teachers and Engineers. Over the years, Andrea has worked with not only clients, but other advisors in financial plan design and training.
With all the twists and turns one can experience in their financial lives, Andrea utilizes her diverse business acumen and financial credentials in helping clients plan for the financial challenges ahead. She works in navigating those paths by focusing on educating clients to their options and opportunities in building a plan to walk through various life stages on their financial journey.
A lifelong East Tennessee native, Andrea graduated from Maryville College with a degree in Management where she met her spouse Joel. They have two children, Madalyn, also an MC grad and Joshua, a recent graduate of the University of Tennessee. Andrea is the former board president of a local nonprofit, Kingdom Design Ministries and is an active supporter of her church.
Professional Degrees, Credentials & Honors
- BA -Management, Maryville College
- Finra Series 7,24, 63,65
- Professional Designation: American College, Bryn Mawr, PA
- ChFC -Chartered Financial Consultant, CLU-Chartered Life Underwriter