Fred Asfoury,
CFP®, MBA
Senior Vice President, Wealth Management
For nearly 30 years, Fred has been passionate about helping people make smart financial decisions so that they can reach the goals that matter most to them. He takes the time to listen, then he and his team develop personalized strategies for risk management, estate planning, asset management, and wealth protection—always with a focus on their clients’ best interests.
As a Certified Financial Planner™ professional, Fred is committed to following a fiduciary standard of care on advisory accounts, and acting in the best interests of each client. He works with business owners, corporate executives, and retirees on a range of financial planning services, including investment planning, concentrated position management, charitable giving strategies, insurance, trusts, lending, and risk management. His background in engineering and finance (MBA, Rochester Institute of Technology) gives him a unique way of blending numbers-driven analysis with practical, real-world advice.
Fred started his career at Merrill Lynch in 1997, where he met his business partner, Chris Johnson. Together, they joined Raymond James in 2019.
Outside of the office, it is important for Fred to give back to the community through The Peak Church and other charitable organizations that he is involved with. Fred and his wife, Christine, have three adult children—Jonathan, Michael, and Jessica, and enjoy biking, hiking, and spending time in Emerald Isle and the North Carolina mountains.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
