Andy Fredman
,

Managing Director, Wealth Management Advisor

7676 Forsyth Blvd
Clayton, MO 63105
314.290.5918
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

The Fredman Wealth Management Group was founded with the goal of delivering the vast resources of one of the world's most prestigious wealth management firms with all the intimacy and personal service of a boutique. By taking a a true holistic planning approach to the wealth management process, we aim to assist clients with every aspect of their financial lives.

Andy Fredman has been with Merrill Lynch Wealth Management since 1993 and works with affluent individuals, families and businesses providing a comprehensive approach to planning and wealth management. With the concept that planning is a process and not an event, Andy will provide access to services that help clients establish their true investment policy statement, develop their asset allocation and help quantify risk and return while focusing on investment planning, tax minimization strategies and estate planning services. Utilizing Merrill specialists and client's other advisors (attorneys and accounts), he helps develop the team approach that will allow for a total balance sheet approach to wealth planning.

Andy is a graduate of Boston University with a Bachelor of Science and Business Administration with a focus in Corporate Finance. He is a CERTIFIED FINANCIAL PLANNER certificant, CFP®, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He holds the Chartered Retirement Planning Counselor, CRPC, a designation awarded by the College for Financial Planning Institutes Corp. Andy is qualified through the Merrill Investment Advisory Program as a Portfolio Manager. A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. 

Andy lives in Creve Coeur with his wife Katy and their four children.

About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Andrew Fredman is registered to do business in AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.