Andy Burnett,
CFA Partner, Round Table Advisors Senior Financial Advisor, RJFSAndy is a seasoned financial professional with a unique background in corporate finance, previously serving as a Controller for Volkswagen's US manufacturing facility and as a Material Planner for NASA's Artemis program. Armed with a Chartered Financial Analyst® (CFA®) designation, Andy possesses in-depth technical expertise in financial instruments and portfolio construction. His approach to financial advising is deeply rooted in several immutable principles: fostering trust, delivering unparalleled customer service, and maintaining rigorous standards of professional excellence. These guiding values underpin his daily interactions, positioning client needs as his foremost priority.
Residing in downtown Chattanooga with his wife and daughter, Andy balances his professional life with civic engagement. He currently serves as the Finance Committee Chair for Girls Inc. of Chattanooga, where he oversees the organization’s investment advisors and contributes to empowering young women to be strong, smart, and bold!
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The 2026 Forbes ranking of America’s Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2024 to 3/31/2025 and was released on 01/07/2026. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 12,787 team nominations, 6,149 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.
“Integrity is doing the right thing, even when no one is watching.”