CWMG News
We have exciting news to share: WE ARE GROWING!
I am excited to announce the addition of Andrew Julian to Cornerstone Wealth Management Group. Andrew will be a valuable addition to our team, assisting Buffie Shepherd and myself with all aspects of client service and financial planning.
We have been very blessed to experience substantial growth over the past few years. We are now blessed to work with over 800 clients spanning across 13 states. With our desire to provide excellent service to our clients, we knew it was time to bring on a new team member. We are very fortunate to find someone with Andrew's talent and experience.
Andrew grew up in Greene County and is a fellow WGHS alumni. He now lives in Johnson City with his wife Charlotte (Murphy) Julian. Many of our clients in Washington County will recognize Charlotte's business, Charlotte's Florals, located on West Walnut Street in downtown Johnson City.
Andrew graduated from East Tennessee State University in 2016 with a B.B.A. in Corporate Finance and Investments. He has 4+ years of experience as a lead financial advisor and worked diligently in obtaining the coveted CERTIFIED FINANCIAL PLANNER™ designation as soon as he met the CFP Board's experience requirement of 6,000 hours in 2018. Andrew is also currently a CFA® Level 2 Candidate with his level 2 exam upcoming in May. (CHARTERED FINANCIAL ANALYST® - Widely considered to be the gold standard globally in the field of investment analysis). Andrew will work out of our Greeneville office assisting our clients with the intent of opening a Johnson City office in the Spring of 2022.
Please expect to receive a telephone call soon so that we can introduce you to Andrew. We are still meeting with clients in the office, conducting Zoom meetings, and holding telephone appointments. Please do not feel you have to wait on us to contact you, please call our office to schedule a meeting.
All of this is not possible without you, our valued clients. I thank you very much for your continued confidence in our Practice. Making decisions such as investing in new talent is for our client's welfare. Please know that our continued mission is to be good stewards for our clients and the assets they entrust to us.
Please stay safe and take time to enjoy your blessings,