Andrew Bray, Cfa®, Cfp®, (K)Rs
AeroLeads people directory · profile

Andrew Bray, Cfa®, Cfp®, (K)Rs Email & Phone Number

Director, Individual Wealth Management at Compass Financial Partners
Location: Greensboro--Winston-Salem--High Point Area, United States 5 work roles 3 schools
1 work email found @compassfp.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email a****@compassfp.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Compass Financial Partners
Role
Director, Individual Wealth Management
Location
Greensboro--Winston-Salem--High Point Area, United States
Company size
18 employees

Who is Andrew Bray, Cfa®, Cfp®, (K)Rs? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Andrew Bray, Cfa®, Cfp®, (K)Rs is listed as Director, Individual Wealth Management at Compass Financial Partners, a with 18 employees, based in Greensboro--Winston-Salem--High Point Area, United States. AeroLeads shows a work email signal at compassfp.com and a matched LinkedIn profile for Andrew Bray, Cfa®, Cfp®, (K)Rs.

Andrew Bray, Cfa®, Cfp®, (K)Rs previously worked as Associate Financial Advisor at Bistreich & Associates - Ameriprise Financial Services and Paraplanner at Petrik & Associates - Ameriprise Financial Services. Andrew Bray, Cfa®, Cfp®, (K)Rs holds Master Of Science (Ms), Financial Planning from Bentley College - Elkin B. Mccallum Graduate School Of Business.

Company email context

Email format at Compass Financial Partners

This section adds company-level context without repeating Andrew Bray, Cfa®, Cfp®, (K)Rs's masked contact details.

*@compassfp.com
71% confidence

AeroLeads found 1 current-domain work email signal for Andrew Bray, Cfa®, Cfp®, (K)Rs. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Andrew Bray, Cfa®, Cfp®, (K)Rs

CFA®CFP®FINRA Series 7*FINRA Series 66*Life Accident & Health Licensed*Registrations held through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC

Listed skills include Certified Financial Planner, Wealth Management, Independent Financial Advice, Retirement Planning, and 4 others.

Current workplace

Andrew Bray, Cfa®, Cfp®, (K)Rs's current company

Company context helps verify the profile and gives searchers a useful next step.

Compass Financial Partners
Compass Financial Partners
Director, Individual Wealth Management
greensboro, north carolina, united states
Website
compassfp.com
Employees
18
AeroLeads page
Company profile
View company profile Email format
5 roles · 9 years

Andrew Bray, Cfa®, Cfp®, (K)Rs work experience

A career timeline built from the work history available for this profile.

Director, Individual Wealth Management

Current
Compass Financial Partners

Greensboro/Winston-Salem, North Carolina Area

2018 - Present ~8 yrs 6 mos

Director, Individual Wealth Management

Compass Financial Partners

Greensboro, Nc

Securities and investment advisory services offered through MMA Securities LLC (MMA Securities),member FINRA/SIPC, and a federally registered investment adviser. Main Office: 1166 Avenue of theAmericas, New York, NY 10036. Phone: (212) 345-5000. Variable insurance products distributed by MMASecurities LLC, CA OK 81142. Marsh & McLennan Insurance Agency LLC and MMA Securities LLC areaffiliates owned by Marsh & McLennan Companies. Investment advisory services for MMA Prosper WiseSM are offered solely as a Registered Investment Adviser through MMA Securities. Certain of our investment adviser representatives are registered representatives of MMA Securities. A copy of our written disclosure statement discussing our advisory services and fees is available for your review upon request.We are providing this information to you in our capacity as consultants with knowledge and experiencein the insurance industry and not as legal or tax advice. The issues addressed may have legal or taximplications to you, and we recommend you speak with your legal counsel and/or tax advisor beforechoosing a course of action based on any of the information contained herein.For hyperlinks to the Investment Adviser Public Disclosure (IAPD) webpage or the Securities InvestorProtection Corporation (SIPC), please refer to the “Contact and Personal Info” section. Third party postsfound on this profile do not reflect the views of MMA Securities LLC and have not been reviewed foraccuracy or completeness.

Associate Financial Advisor

Bistreich & Associates - Ameriprise Financial Services

Nc

Aug 2008 - Apr 2010

Paraplanner

Petrik & Associates - Ameriprise Financial Services

Milton, Ma

Apr 2007 - Aug 2008
Team & coworkers

Colleagues at Compass Financial Partners

Other employees you can reach at compassfp.com. View company contacts for 18 employees →

SO Sheray O. Sheray O. Colleague at Compass Financial PartnersCharlotte Metro, United States View → DR Dave Rinehart, Cfa Dave Rinehart, Cfa Colleague at Compass Financial PartnersRed Lion, Pennsylvania, United States View → AP Angela Pollina Angela Pollina Colleague at Compass Financial PartnersUnited States View → DR Davy Rayner Davy Rayner Colleague at Compass Financial PartnersCharlotte, North Carolina, United States View → AP Angela Pollina - Spencer Angela Pollina - Spencer Colleague at Compass Financial PartnersGreensboro, North Carolina, United States View → LS Lori Stevenson, Crps®, Aifa®, Cpfa® Lori Stevenson, Crps®, Aifa®, Cpfa® Colleague at Compass Financial PartnersGreensboro, North Carolina, United States View → GH George Hoyle George Hoyle Colleague at Compass Financial PartnersGreensboro--Winston-Salem--High Point Area, United States View → JH Jessica Hatley Jessica Hatley Colleague at Compass Financial PartnersGreensboro, North Carolina, United States View → KA Katy Albers, Aif®, Cpfa® Katy Albers, Aif®, Cpfa® Colleague at Compass Financial PartnersCharlotte Metro, United States View → WB Winfred Boyce, Jr., Cfp®, Cpfa, Mba Winfred Boyce, Jr., Cfp®, Cpfa, Mba Colleague at Compass Financial PartnersGreensboro, North Carolina, United States View →
3 education records

Andrew Bray, Cfa®, Cfp®, (K)Rs education

Bachelor Of Science (Bs), Accounting

Bentley College

Activities and Societies: Men's Rugby Club

FAQ

Frequently asked questions about Andrew Bray, Cfa®, Cfp®, (K)Rs

Quick answers generated from the profile data available on this page.

What company does Andrew Bray, Cfa®, Cfp®, (K)Rs work for?

Andrew Bray, Cfa®, Cfp®, (K)Rs works for Compass Financial Partners.

What is Andrew Bray, Cfa®, Cfp®, (K)Rs's role at Compass Financial Partners?

Andrew Bray, Cfa®, Cfp®, (K)Rs is listed as Director, Individual Wealth Management at Compass Financial Partners.

What is Andrew Bray, Cfa®, Cfp®, (K)Rs's email address?

AeroLeads has found 1 work email signal at @compassfp.com for Andrew Bray, Cfa®, Cfp®, (K)Rs at Compass Financial Partners.

Where is Andrew Bray, Cfa®, Cfp®, (K)Rs based?

Andrew Bray, Cfa®, Cfp®, (K)Rs is based in Greensboro--Winston-Salem--High Point Area, United States while working with Compass Financial Partners.

What companies has Andrew Bray, Cfa®, Cfp®, (K)Rs worked for?

Andrew Bray, Cfa®, Cfp®, (K)Rs has worked for Compass Financial Partners, Bistreich & Associates - Ameriprise Financial Services, Petrik & Associates - Ameriprise Financial Services, and The Bulfinch Companies, Inc..

Who are Andrew Bray, Cfa®, Cfp®, (K)Rs's colleagues at Compass Financial Partners?

Andrew Bray, Cfa®, Cfp®, (K)Rs's colleagues at Compass Financial Partners include Sheray O., Dave Rinehart, Cfa, Angela Pollina, Davy Rayner, and Angela Pollina - Spencer.

How can I contact Andrew Bray, Cfa®, Cfp®, (K)Rs?

You can use AeroLeads to view verified contact signals for Andrew Bray, Cfa®, Cfp®, (K)Rs at Compass Financial Partners, including work email, phone, and LinkedIn data when available.

What schools did Andrew Bray, Cfa®, Cfp®, (K)Rs attend?

Andrew Bray, Cfa®, Cfp®, (K)Rs holds Master Of Science (Ms), Financial Planning from Bentley College - Elkin B. Mccallum Graduate School Of Business.

What skills is Andrew Bray, Cfa®, Cfp®, (K)Rs known for?

Andrew Bray, Cfa®, Cfp®, (K)Rs is listed with skills including Certified Financial Planner, Wealth Management, Independent Financial Advice, Retirement Planning, Investments, Protection Planning/Family Security, Due Diligence, and Market Research.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.