portrait of Vince McCaffrey

About Vince

As a young child, my mother instilled in me an attribute that has lasted a lifetime – the importance of saving for future goals. Whether it was saving for the ice cream truck or my first car, she served as my accountability partner to ensure I reached my goals. This is the same principle I carry forward with my clients.

I work with individuals, families, professionals and businesses to identify and achieve their financial goals. My office enjoys working with clients who value the importance of saving and protecting their financial future. In recognizing that goals may vary for each...

Focus Areas

  • Retirement Income Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Retirement Savings Strategies
  • Wealth Strategies

Work History

  • Edward JonesFebruary 2019 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • State Univ of West GeorgiaBachelor of Business Admin

Personal Interests

  • Volunteering
  • Spending Time with Family
  • Golfing

Team Members

  • Madi Nixon
    Registered Branch Associate
  • Star Thornton
    Sr. Branch Office Administrator
  • Paige Black
    Branch Office Administrator
  • Brooke Gleason
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends

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