Andy Shull JD, CFBS

Director of Financial Planning

OFFICE: Oxford
2718 West Oxford Loop, Ste 180
Oxford, MS 38655
(662) 234-4554

Direct: (662) 234-4554

Andy is originally from Hattiesburg, MS. He attended The McCallie School in Chattanooga, and then Hampden-Sydney College in Virginia. He eventually made his way to Ole Miss (The University of Mississippi) in Oxford, MS, where he graduated in 1994. He married his college sweetheart, Ann Paige, and then attended law school (also at Ole Miss) and practiced law for 17 years in the areas of litigation, estate planning and business law. In 2012, Andy changed careers, joining a Memphis-based financial planning firm to serve as Director of Financial Planning. He now serves clients all over the country.

Andy and Ann Paige have raised their four boys in Oxford, where they still live with their youngest two sons and a lot of dogs. Andy’s favorite hobby is whatever his family enjoys doing, which at the moment includes watersports and exercising. He is also a musician and enjoys serving on the worship team at his church, Pinelake, where he is also deacon.

Tax Minimization Strategies
Executive compensation packages
Investment management
Qualified retirement plans
Retirement income strategies
Personal protection strategies
Education Funding
Estate Planning

BA, University of Mississippi (1994)
JD, University of Mississippi (1997)

Certified Family Business Specialist
Registered as an IAR (Investment Advisor Representative)
Securities Registrations: 6, 63, 65, 7
Frequent conference speaker (LEAP, Leaders, Mass Mutual Academy)

Licenses  /  Customer Relationship Summary