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| Additional information |
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| Thomas R. Vaughn, CFP, Wealth Management Advisor |
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Overview:
Professional
Tom Vaughn has been a part of the financial services industry since 1980. He brings a strong commitment to learning to his clients stating, "As my career has developed I've always had the philosophy that he who stops getting better, ceases being good. Education has therefore always been critical to my continued commitment to providing top quality service to my clients."
Tom Vaughn has earned the Certified Financial Planner™ (CFP®) certification and the Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®) and Accredited Estate Planner (AEP®) designations.
CERTIFIED FINANCIAL PLANNER™ (CFP®): The CERTIFIED FINANCIAL PLANNER™ (CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.
Chartered Life Underwriter (CLU®): The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.
Chartered Financial Consultant (ChFC®): The Chartered Financial Consultant (ChFC®) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC® program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.
Accredited Estate Planner (AEP®): The Accredited Estate Planner (AEP®) is available to attorneys, Chartered Life Underwriters, Certified Public Accountants, Certified Trust and Financial Advisors, Chartered Financial Consultants, and Certified Financial Planners®.
The AEP designation is awarded by the National Association of Estate Planners & Councils to professionals who meet stringent experience and education qualifications including two graduate level courses administered by The American College.
Tom Vaughn earned his Bachelor of Science Degree from the University of West Florida.
Associations and Memberships:
Northwest Florida Estate Planning Council (Past President)
Pensacola Society of Financial Services (Past President)
National Association of Insurance and Financial Advisors (Member)
Financial Planning Association (Member)
Northwest Florida Estate Planning Council (Board Member)
Awards:
Million Dollar Round Table Qualifying/Life Member: 2002-2004, 2006, 2007, 2008
National Quality Award: 1984-1990, 1992-1996, 1998-2005, 2007
Million Dollar Round Table Qualifying Member: 1994-1995, 1997-2001, 2005
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