Fred Asfoury,

With over 20 years of experience, Fred is passionate about helping clients achieve their goals while helping to organize and manage their wealth. His focused approach allows him to get to know his clients on a deeper level and create custom strategies for risk management, tax efficient income and estate planning in concert with clients’ tax and legal professionals. This comprehensive, coordinated and organized approach to financial planning helps to thoroughly address both the fine details and the bigger picture.

Fred is committed to being a trusted advisor for each client as a CERTIFIED FINANCIAL PLANNER™ professional. Though he has broad experience in many aspects of wealth management, he specializes in serving business owners, corporate executives and retirees. Throughout his career, he has developed an expertise in personal investment planning, 10b5-1 trading plans, restricted stock, incentive and non-qualified stock options, liability management, insurance, tax planning, trust planning, and wealth transfer.

An analytical thinker, Fred earned an engineering degree and an MBA in finance from the Rochester Institute of Technology before finding his way to the financial services industry as an advisor with Merrill Lynch in 1997, where he met his business partner, Chris Johnson. In 2005 they joined Smith Barney, and later moved their practice to Wells Fargo Advisors. Fred and Chris joined Raymond James in 2019, drawn by the firm’s comprehensive resources and open architecture platform.

Active in the community, Fred gives back as a member of the finance team for Hope Community Church, a management team member for New City Church along with supporting other causes within the community.

Originally from upstate New York, he lives in Apex with his wife of 23 years, Christine; they have three children: Jonathan, Michael and Jessica. When he’s away from the office, this Eagle Scout enjoys cycling, mountain biking, motocross, shooting sports, hiking, camping and swimming.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER ™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification.