Andrew Peapos, CFP®, EA

Associate

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Andrew Peapos, CFP®, EA

(615) 297-6144
AJ joined Woodmont Investment Counsel in 2023 as Associate Advisor. At Woodmont, AJ works with families, business owners, and corporate executives to provide custom comprehensive financial plans and analyses to guide decision-making and streamline clients’ financial affairs. A core focus for AJ is tax planning. Working with other Woodmont advisors, AJ helps develop tax strategy on top of clients’ holistic financial picture to advise on the implications of various decisions.

Prior to joining Woodmont, AJ was an associate at Abound Wealth based in Franklin, Tennessee. While at Abound, AJ supported advisors in developing holistic financial plans and forward-looking tax projections.

Outside of work, AJ enjoys running, attending live concerts, or watching the various professional sports Nashville offers. He has two brothers and was originally born in Allentown, Pennsylvania.

EDUCATION:

  • BSBA in Finance from Commonwealth University of Pennsylvania - Bloomsburg
  • BSBA in Marketing from Commonwealth University of Pennsylvania - Bloomsburg


INDUSTRY DESIGNATIONS:

  • CERTIFIED FINANCIAL PLANNER™
  • Enrolled Agent