Fred focuses on connecting all aspects of his clients' financial lives. He helps them prioritize and pursue what matters most to them. His goal is to be your primary source for financial advice and guidance. Providing bespoke and prudent advise throughout the wealth management process. 

Fred Shapiro is a CERTIFIED FINANCIAL PLANNER^™ CFP^® professional and Wealth Management Advisor. Fred is a specially qualified Senior Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Senior Portfolio Managers are provided a high degree of flexibility in constructing portfolios and selecting securities. When servicing clients through the Firm’s Investment Advisory Program, a Senior Portfolio Manager may manage his strategies on a discretionary basis. After meeting certain additional requirements, a Senior Portfolio Manager may use his own strategies to manage the assets of clients working with other Merrill Advisors.  He holds Series 7, 31, 63 and 65 FINRA registrations.

Fred has been in the financial services industry since 1997 and attended Palm Beach Atlantic College where he obtained Cum Laude honors for academic achievement. Fred is an avid golfer and boater and lives in Jupiter with his wife and daughter. Additionally, Fred was the treasurer of The Palm Beach County Mental Health Association.