Andrew Peapos, CFP®, EA

Senior Associate

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Andrew Peapos, CFP®, EA

(615) 297-6144
AJ Joined Woodmont Investment Counsel in 2023 as an Associate Advisor. AJ serves as a dedicated tax strategist at Woodmont, providing specialized analysis to families, business owners, and corporate executives. While working in tandem with the firm’s financial advisors, AJ’s primary responsibility is to navigate the complexities of the tax landscape. He develops custom strategies that integrate seamlessly with clients' broader financial plans, offering deep analysis to guide decision-making and streamline financial affairs.

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