Since joining Merrill in 1998, Fred has served a loyal and growing circle of client families, many that now enjoy the retirement lifestyles they discussed years ago. Fred left Merrill in 2005 for Smith Barney and returned to the firm in 2009. In addition to working closely with individual clients, Fred has extensive experience developing retirement plans for corporations and small businesses. Fred holds the Chartered Retirement Planning Counselor™, CRPC™ designation from the College for Financial Planning Institutes Corp. He is also a graduate of Villanova University School of Business. Fred and his wife, Amber, reside in Newtown with their two sons. Fred serves as a board member of the Autism Cares Foundation and is devoted to creating intergenerational financial strategies for special needs families.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
