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Stuart Vaughn

Owner/Financial Planner at Insight Investments & Insurance

Stuart Vaughn is the Owner and Financial Planner at Insight Investments & Insurance.12 He was born in Chattanooga and has lived in various places including Crossville, TN, Pikeville, TN, and Greensboro, NC.1 Currently, Stuart resides on Signal Mountain with his wife, Chris, and their twins.1

Stuart's educational background includes:

  • Graduated from The Baylor School
  • Attended Guilford College (where he was a "fighting Quaker")1

In his professional capacity, Stuart has:

  • Over 20 years of experience in the financial services industry1
  • Earned the Wealth Management Specialist (WMS) designation from Kaplan University
  • Obtained an Executive Certificate in Financial Planning from UTC
  • Qualified as an Investment Management Consultant from Raymond James Institute of IMC1

Stuart holds several professional licenses and certifications:

  • Fiduciary Series 7, 63 & 24 licenses
  • Certified as a Million Dollar Producer1

In his spare time, Stuart enjoys reading.1 His LinkedIn profile describes his approach as "YOUR PATH TO FINANCIAL INDEPENDENCE STARTS WITH A PIECE OF PAPER AND A CONVERSATION".2

Highlights

May 29 · linkedin

🌟 Exciting News! 🌟 I am thrilled to announce that Insight Investments and Insurance has been honored as a finalist with the News Channel 12 Viewers Choice Award for Best Investment Firm! This recognition is both unexpected and deeply humbling. We are incredibly grateful to our clients and community for their trust and support, which have been instrumental in achieving this accolade. At Insight Investments and Insurance, we are committed to providing exceptional service and guidance to help you reach your financial goals. This award inspires us to strive even harder for excellence. Thank you to everyone who has been part of our journey. We look forward to continuing to serve you with dedication and expertise.

#InsightInvestments #ClientSuccess #InvestmentFirm #Gratitude #AwardWinning #FinancialServices #ViewersChoice Viewer's Choice Award 2024 from WDEF News Channel 12. Chosen by WDEF viewers by casting votes and is not based upon performance or returns experienced by any client or opinions of the advisors clients or former clients. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results

Nov 13 · linkedin

As we approach the year-end, it's prime time for a financial check-up! 📈 One popular rule of thumb for asset allocation is the classic "100 minus your age" formula. It provides a quick guide on balancing risk and return in your portfolio. As we grow older, the idea is to shift towards more stable investments to safeguard our hard-earned gains. 💼 Now, let's talk about fixed index annuities (FIAs) as a potential bond proxy. 🛡 With the volatility in the market, some investors are seeking alternatives with principal protection and lower costs. FIAs offer a unique combination of market-linked returns and downside protection. They can act as a stable anchor in your portfolio, allowing you to participate in market gains without exposing yourself to the full downside risk. 💰 What's more intriguing is the potential for no cost associated with some FIAs. In a world where fees can eat into returns, this becomes an attractive proposition. The concept of principal protection adds an extra layer of security, especially in times of economic uncertainty. 🌐 As with any financial strategy, it's crucial to carefully consider your individual goals and risk tolerance. Asset allocation isn't one-size-fits-all, but exploring options like FIAs can add a valuable layer to your diversified approach. 🚀 Let's finish the year strong by making informed financial decisions and setting the stage for a prosperous future! 💪 #FinancialPlanning #AssetAllocation #Investing #YearEndReview

*Fixed index annuities are products of the insurance industry. Guarantees are subject to the claims-paying ability of the insurance company. Because Fixed index Annuities are designed for long-term retirement investing, surrender charges and other fees may apply if money is withdrawn before the end of the contract. All withdrawals of tax-deferred earnings are subject to current income tax, and, if made prior to age 591⁄2, may also be subject to a 10% federal income tax penalty. The contract, when redeemed, may be worth more or less than the total amount invested. Fixed index Annuities are complex, and the manner in which they work varies widely among the insurance carriers that issue them. An individual carrier may also offer differing products and revise its products from time to time. Because individual circumstances and state laws vary, please consult with a professional when considering a purchase.

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Stuart Vaughn
Stuart Vaughn, photo 1
Stuart Vaughn, photo 2
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Location

Chattanooga, Tennessee, United States