Andrew Carag
Client Relationship Associate
Nashville, Tennessee
Client Relationship Associate
Nashville, Tennessee
Andrew supports EP Wealth’s advisory, financial planning, and internal support teams towards strengthening client satisfaction, retention, and relationship growth. He serves as a primary service contact, coordinating timely responses and solutions for clients and advisors.
Andrew has several years of financial industry experience, particularly in client service and operational support roles. He frequently acted as the first point of contact for service inquiries and account-related questions. He holds a degree in Communication Studies from the University of North Carolina at Charlotte.
Andrew entered wealth management to understand the many components that contribute to a strong financial plan. He focuses on clear, steady communication with intentions to help clients feel informed and comfortable asking questions. Through close partnership with advisors, he emphasizes consistent follow-through and reliable service at every stage.
Outside of work, Andrew enjoys golfing, fishing, exploring new music, and spending time outdoors with family and friends.
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