Andy Bailey

Andy is a Certified Financial Planner™ professional and Accredited Asset Management SpecialistSM. Certified Financial Planner Board of Standards Inc.

From financial planning to comprehensive portfolio management, his recommendations are made solely in the interest of providing the highest value. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm

True

Dramatic Job Market Improvement Needed for Rates to Rise 09/01/2021

Though the Federal Reserve may taper asset purchases, a bump to short-term rates isn't on the immediate horizon, says Raymond James Chief Economist Scott Brown. "They really want to see much more dramatic improvement in the labor market."

Dramatic Job Market Improvement Needed for Rates to Rise www.raymondjames.com

Morning Brew: August 31, 2021 - www.raymondjames.com 08/31/2021

Things to know about today's market from Equity Portfolio & Technical Strategy Director Mike Gibbs.

Morning Brew: August 31, 2021 - www.raymondjames.com www.raymondjames.com

08/30/2021

Are You Ready To Retire?

Deciding when to retire can be very overwhelming and stressful. We have found that it is best to address 6 tasks to insure that you are ready for retirement.

1. Calculate how much money you will need
2. Figure out your income sources
3. Eliminate debt
4. Consider the cost of healthcare
5. Create a contingency plan
6. Discover your purpose when you retire

Always remember, retirement is not one size fits all. If you have any questions feel free to reach out to us here at True North Advisors via phone at 423-531-4411 or send us a message!

Sustainability's Imprint on the Business World 08/17/2021

Some of the world's largest asset managers have called sustainability the "new standard" for investing. Read more on the imprint sustainability has had on global business.

Sustainability's Imprint on the Business World www.raymondjames.com

Don't Fight the Fed 08/15/2021

While there are many seemingly legitimate arguments that support both higher and lower yields, Drew O'Neil focuses on a major headwind to higher yields.

Don't Fight the Fed www.raymondjames.com

Morning Brew: August 10, 2021 - www.raymondjames.com 08/13/2021

Things to know about today's market from Equity Portfolio & Technical Strategy Director Mike Gibbs.

Morning Brew: August 10, 2021 - www.raymondjames.com www.raymondjames.com

Raymond James Financial Reports Third Quarter of Fiscal 2021 Results - www.raymondjames.com 08/12/2021

Raymond James Financial, Inc. (NYSE: RJF) reported a record $1.17 trillion in client assets under administration and a record $2.47 billion in net revenue for the quarter ended June 30, 2021.

Raymond James Financial Reports Third Quarter of Fiscal 2021 Results - www.raymondjames.com www.raymondjames.com

Raymond James announces offer for the entire issued and to be issued share capital of Charles Stanley - www.raymondjames.com 08/11/2021

Raymond James Financial, Inc. (NYSE: RJF) announced its firm intention to make an offer for the entire issued and to be issued share capital of U.K.-based Charles Stanley Group PLC (LSE: CAY) at a price of £5.15 per share.

Raymond James announces offer for the entire issued and to be issued share capital of Charles Stanley - www.raymondjames.com www.raymondjames.com

Stock Rally Expected to Normalize in Second Half of 2021 07/19/2021

When it comes to the equities, the most important influence over the long term is earnings, and this strong economic recovery is driving historically strong earnings growth. Read more from Mike Gibbs and Joey Madere.

Stock Rally Expected to Normalize in Second Half of 2021 www.raymondjames.com

Morning Brew: July 8, 2021 - www.raymondjames.com 07/15/2021

Things to know about today's market from Equity Portfolio & Technical Strategy Director Mike Gibbs.

Morning Brew: July 8, 2021 - www.raymondjames.com www.raymondjames.com

Timeline photos 07/14/2021

When it comes to working with professionals across the spectrum, planning is so critical and crucial." Sherrill Wayland from SAGE and Dan Stewart from the HRC Aging Project spoke about the importance of financial planning for LGBT+ elders.

Debunking Social Security Myths [INFOGRAPHIC] 07/13/2021

Clear up these 7 common misconceptions about Social Security. Click to learn more:

Debunking Social Security Myths [INFOGRAPHIC] www.raymondjames.com

Timeline photos 07/13/2021

Now that spring has sprung, it's time to tackle spring cleaning – for more than just your home. We can work together to help ensure your life and legacy plans are in order as well, giving you greater confidence for the seasons of your life that lay ahead.

Timeline photos 07/12/2021

In today's world, security doesn't just mean ensuring your doors are locked or shielding personal details from prying eyes. It also includes guarding your information from fraudsters, particularly those trying to swindle retirees. Contact us to learn more.

Preserving your Health and Wealth Client Video Series - www.raymondjames.com 07/12/2021

Now is the time to understand what makes the human body healthy. Join an expert as he dives into decoding your health in this new on-demand video.

Preserving your Health and Wealth Client Video Series - www.raymondjames.com www.raymondjames.com

Morning Brew: July 6, 2021 - www.raymondjames.com 07/09/2021

Check out the latest from Raymond James Equity Portfolio & Technical Strategy Director Mike Gibbs.

Morning Brew: July 6, 2021 - www.raymondjames.com www.raymondjames.com

The Road Ahead for Biden's Infrastructure Agenda 07/09/2021

Exploring the latest for the Biden administration's infrastructure bill with Washington Policy Analyst Ed Mills in the midyear investment strategy update

The Road Ahead for Biden's Infrastructure Agenda www.raymondjames.com

Morning Brew: July 7, 2021 - www.raymondjames.com 07/08/2021

Raymond James Equity Portfolio & Technical Strategy Director Mike Gibbs offers insight on what to expect with the markets today.

Morning Brew: July 7, 2021 - www.raymondjames.com www.raymondjames.com

Timeline photos 07/04/2021

Happy Independence Day! In observance of the holiday, our offices will be closed on Monday, July 5th, 2021.

Gender Pay Gap Has Narrowed, but 18-Cent Shortfall Remains 07/01/2021

We've made progress in fighting the gender pay gap, but there's still a ways to go. Determine if you're working for an equitable employer and how to confidently ask for a raise:

Gender Pay Gap Has Narrowed, but 18-Cent Shortfall Remains www.raymondjames.com

Study Confirms Women Most Often Manage Their Households 07/01/2021

According to recent Modern Family Index research, women are two times more likely to be managing the household and three times more likely to be managing children's schedules than their partners. To keep your mental health in check, here are some tips:

Study Confirms Women Most Often Manage Their Households www.raymondjames.com

Council Post: How The Estate Planning Industry Is Evolving — And What Still Needs To Change 07/01/2021

It's a responsibility, not a chore – and other ways estate planning is changing. Check out this article:

Council Post: How The Estate Planning Industry Is Evolving — And What Still Needs To Change www.forbes.com

Corporate Tax Talks Point to Highly Fluid Policy Negotiations 06/30/2021

Raymond James Washington Policy Analyst Ed Mills shares the latest on D.C. developments related to corporate taxes, healthcare, transportation, and military investment, and more.

Corporate Tax Talks Point to Highly Fluid Policy Negotiations www.raymondjames.com

What Savvy Investors Know About Social Security 06/28/2021

In any financially independent retirement, Social Security is bound to be a dominant factor. Here are a few ways those in the know help maximize their benefits.

What Savvy Investors Know About Social Security www.raymondjames.com

Support Your Long-Term Plan Throughout the Summer - www.raymondjames.com 06/25/2021

Mark your calendar with important tax deadlines and market closures.

Support Your Long-Term Plan Throughout the Summer - www.raymondjames.com www.raymondjames.com

Want your business to be the top-listed Accountant in Chattanooga?
Click here to claim your Sponsored Listing.

Bio

With the knowledge that comes with almost a decade of experience in the financial services industry, Andy Bailey helps investors navigate the myriad of available investment options with a high level of personal service and commitment.

Andy is a Certified Financial Planner™ professional and Accredited Asset Management SpecialistSM. From financial planning to comprehensive portfolio management, his recommendations are made solely in the interest of providing the highest value and benefit to you. He works hard to help you pursue your financial goals and reduce risk.

At Raymond James, Andy has access to the financial expertise and services of one of the largest independent full-service financial services firms not headquartered on Wall Street. If you have a question or concern, Andy answers promptly, completely and truthfully. He provides all the information you need to make informed decisions, based on realistic expectations, about your investment needs. If you could describe Andy in a few words they would be proactive and caring.

Andy joined Raymond James in 2019 after nine years with Edward Jones Investments. He is a graduate of the University of Tennessee and received a bachelor’s degree in sport management with a business minor.

Videos (show all)

Are You Ready To Retire?Deciding when to retire can be very overwhelming and stressful. We have found that it is best to...
Strategies for Rebalancing
Retirement Planning:When do you plan to retire?What sources of income will you have in retirement?How much income will y...
How to Invest and Take Advantage of Downturns in the Market
Medicare with Medicare Misty
Ways to Eliminate Identity Theft Risk:
The Importance of Long-Term Care Planning
Smart Money Moves for 2021

Address


6150 Shallowford Road Suite 106
Chattanooga, TN
37421

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Other Financial Planning in Chattanooga (show all)
Dustin A. Morgan, Financial Advisor / Franchise Owner Dustin A. Morgan, Financial Advisor / Franchise Owner
7047 Lee Highway Suite 309
Chattanooga, 37421

Quantum Advisory Group A private wealth advisory practice of Ameriprise Financial Services, LLC

AegleWealth AegleWealth
Chattanooga, 37405

Where wealth meets well-being, AegleWealth aspires to help clients achieve both.

HHM Wealth Advisors HHM Wealth Advisors
1200 Market Street
Chattanooga, 37402

HHM Wealth Advisors, LLC, serves as a proactive and trusted financial advisor, partner and guide to

Gerry Flynn, CRPC Gerry Flynn, CRPC
7047 Lee Highway Ste 309
Chattanooga, 37421

Quantum Advisory Group, a financial advisory practice of Ameriprise Financial Services, LLC

Kumquat LLC, The Alternative in Wealth Management Kumquat LLC, The Alternative in Wealth Management
3077 Broad Street Suite 2A
Chattanooga, 37408

On a foundation of comprehensive financial planning, Kumquat helps clients identify priorities and quantify goals so that its clients can understand their financial reality and foc...

Ragle Retirement Solutions Ragle Retirement Solutions
Chattanooga, 37424

This is the page for Ragle Retirement Solutions.

Pooja savings and lending co-operative society limited. Pooja savings and lending co-operative society limited.
Akmol Ali Road
Chattanooga, 4218

Puja Limited is a well reputed Multipurpose Micro credit Scheme co-operative society Ltd ( puja Ltd). It's function was to provide Small loans to customers and collect them on dail...

Mountaintop Wealth, LLC Mountaintop Wealth, LLC
100 Cherokee Boulevard Suite 2012
Chattanooga, 37405

Roland McIntyre, CFP®, ChFC® will simplify your path to retirement. Your Climb 🧗🏾‍♂️ Starts Here.

Gibson Wealth Management of Raymond James Gibson Wealth Management of Raymond James
537 Market Street, Suit 105
Chattanooga, 37402

Investment Advisory & Financial Planning- Sound investment advice, solid financial planning and inspired problem solving.

BD Planning Partners BD Planning Partners
7213 Noah Reid Road, Suite 104
Chattanooga, 37421

direction. impact. legacy.

Allon Planning Partners Allon Planning Partners
7110 East Brainerd Road
Chattanooga, 37421

Comprehensive Financial Planning Firm Don't just survive - but THRIVE through every season!

Bridge Financial Planning, LLC Bridge Financial Planning, LLC
633 Chestnut Street, Suite 600
Chattanooga, 37450

Bridge Financial Planning provides fee-only financial planning & investing for today's professionals.