Achievement and success often come with financial complexity. The Flagship Financial team can help simplify your financial life so you can live the life you envision. Our fact-based personalized investing approach, planning and management experience, and independence bring control and accountability to the entire relationship to better prepare you to weather surprises and minimize volatility. Using over Flagship Financial Advisors 50 Years of combined experience to guide through those challenges puts us in a position to impact lives on a daily basis. Impacting lives & that is why we love our role.
The formulation of Flagship Financial Advisors was driven by the teams desire to provide clients the best financial solutions for their situations. We are honored to work with Trusted Partners, an exceptional clientele, fostering long-term relationships - built on trust, communication and mutual respect. Our coordinated approach is opposite of how most of the industry works. As FIDUCIARIES, we are legally bound to act in your best interests. And that's NOT the norm.
Scott Buell
CMFC®, CRPC®, AAMS®, AIF®
Managing wealth since 1995, as a Fee-Only FINANCIAL PLANNER, I am passionate about helping our clients get to and through a successful retirement. To me, nothing is more fulfilling than helping others succeed in their financial goals and giving their families an opportunity to secure a better life. You cant get anywhere in life without a plan. That is why it is my mission to deliver comprehensive, goals-based, fee-only financial planning. It takes a unique perspective to combine all of your assets into one view not just to see them all, but to make sense of them all. I will provide a view not just into your retirement savings, but also Social Security, insurance, estate planning, college, health care - the full picture - all while putting your best interests first as I will always act as a loyal fiduciary.
Jeff Mucci
CMFC®, CRPC®
I love the relationship aspect of what I do. I am honored to be able to help clients walk through life's transitions by listening to their concerns and financially educating them in a way that results in clear and thoughtful decisions. Jeff is a co-founder of Flagship Financial Advisors and has been providing investment advice for more than 26 years. His primary focus is strategic investment planning for individuals, families, and businesses.
Aubrey Snyder
CSM, MBA
What do I love most? Interacting with people and creating lasting relationships! I really enjoy coordinating and organizing processes so that everything runs smoothly for both clients and staff. She is instrumental to helping meet the needs of the clients through scheduling, submitting paperwork, and whatever other needs a client may have. Aubrey relocated to Nashville from Los Angeles. In her meantime, Aubrey loves spending time with her family fishing and hiking. She also enjoys being a part time kickboxing instructor.
Jude Cypher
Associate Wealth Advisor
Life is full of seasons more than just winter, spring, and football season. Personally, I have experienced challenging seasons full of confusion and uncertainty. In 2019, I was diagnosed with a chronic illness followed by the passing of my grandmother. With the Pandemic shutdown, my college experience ended abruptly. Looking back, I am grateful for those challenges because they have shaped my perspective. These "seasons" have taught me the importance of valuing those around me and appreciating the people who enter my life. Keeping that perspective in mind, my goal is to help clients stay grounded amidst the overwhelming complexities and emotions of life.
I was born in Salisbury, MD, and left home to attend the University of Tennessee, where I earned my Bachelors degree in Finance. After graduating, I returned home to receive a Master's in Business Administration from Salisbury University.
Since moving to Nashville in 2022, I have been enjoying all that this city has to offer. Whether it is attending Predator hockey games, spending time on the lake, golfing with friends, or simply taking walks through the parks...I am making Nashville my home. When I am not working, I cherish my free time spent outdoors with friends and attending church.
At Flagship, my goal is to build lasting relationships with clients as I work alongside Jeff and Scott to achieve financial success for all our clients.
General Information |
| Firm Start Year: | 2019 | |
| No. of Employees: | 5-9 | |
| Name of Custodial Firm: | Charles Schwab and Fidelity |
| Work Experience: | Over 60 Years of combined experience to guide clients puts us in a position to impact lives on a daily basis. Impacting lives & that is why we love our role. |
| Work with the following types of clients: | Individual Investors, Businesses, Non-Profit Organizations |
| Advisory Services Provided: | Portfolio Management, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Financial Planning |
Services |
| Investment Types: | Exchange Traded Funds (ETFs), Bonds, Options & Futures, Alternative Investments, Stocks, Mutual Funds |
| Can meet clients in the following ways: | Your Home, Our Office, Phone, Email, Your Office, Video Conference, Our Offices |
Firm Information |
| Firm's Number of Clients: | 400 |
| Firm's Number of Planning Clients: | 400 |
| Firm's Number of Managed Clients: | 400 |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Minimum Portfolio Size for New Managed Accounts: | $50,000 |
| Compensation Methods: | Flat Fee |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. Our firm adheres to the FIDUCIARY STANDARD. This means we are legally and ethically held to giving our clients advice that is in their best interest. Investment advice offered through Stratos Wealth Advisors, LLC, a Registered Investment Advisor DBA Flagship Financial Advisors. |
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Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
Have a clean record
Criminal Disclosures in Last 5 years:
Have a clean record
| Mon. | 8:30 AM - 5:00 PM |
| Tue. | 8:30 AM - 5:00 PM |
| Wed. | 8:30 AM - 5:00 PM |
| Thu. | 8:30 AM - 5:00 PM |
| Fri. | 8:30 AM - 4:00 PM |
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