CAROLINE ANDREWS, AAMS™
Partner, Legacy Financial
Financial Advisor,
Raymond James Financial Services
Caroline is a Partner and Financial Advisor at Legacy Financial, dedicated to empowering clients to feel confident, informed, and inspired on their journey to financial wellness. A proud University of Michigan graduate and an Accredited Asset Management Specialist®, she also holds Series 7 and Series 66 licenses, along with Variable Annuities, Accident and Health, and Life insurance licenses.
Caroline specializes in guiding clients through significant life milestones such as marriage, divorce, inheritance, job transitions, and retirement. She blends her expertise and attention to detail with a warm, approachable style, making complex financial topics easy to understand.
She also offers fresh insights on small business strategies, employee retention, and fostering healthy financial habits, making her a trusted partner in achieving both personal and professional financial goals.
When away from the office, you will likely spot Caroline and her husband, Luke, walking around Ann Arbor with their two standard poodles. She also enjoys cooking, learning about other cultures, and traveling to great food destinations.