Fred is a private Wealth Manager and co-founding partner of Atlanta Retirement Group of Raymond James. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Senior Vice President of Investments with 29 years of investment advisory and related financial services experience.
Prior to joining Raymond James in 2005; Fred worked with several well respected firms in the financial industry including Laventhol and Horwath, CPA, Shearson Lehman Hutton, Deutsche Bank Alex. Brown and Alexander Key a division of SunTrust Bank. Fred specializes in all aspects of providing comprehensive financial planning and asset management services. In addition, the professionals of the Atlanta Retirement Group apply their expertise and knowledge within institutional markets including defined contribution and defined benefit plans, foundations, endowments and trusts.
Fred’s volunteer activities include serving on the Board of Directors of the Embracing Tolerance Education Program and the Board of Trustees for The Center for the Visually Impaired. Fred received his undergraduate degree from Georgia State University. He completed the CERTIFIED FINANCIAL PLANNER™ certification program at Florida State University.
Fred is a native of Atlanta and is married with two children.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.