Financial Advisor | Senior Vice President, Wealth Management
CurrentFred specializes in working with new clients in the technology industry that are within 5 years of retirement. As new clients come onboard, Fred and his team help bring clarity and coordination to their financial lives. Being very analytical and having a technology background, Fred helps simplify the many complex aspects of wealth management.As a CERTIFIED FINANCIAL PLANNER™ professional with over 25 years of industry experience Fred helps develop and implement customized strategies designed to help create, manage, protect and preserve wealth. Common strategies may include: • Executive compensation & cash flow plans. • Concentrated position management. • Restricted Stock Units (RSUs) • IRC section 83(b) elections. • Rule 10b5-1 sales plans. • Stock options. • Covered call writing. • Deferred compensation analysis. • Lending & liability management. • Investment strategy and coordination. • Risk management & insurance. • Estate & trust planning. • Wealth transfer. • Charitable giving strategies. • Retirement strategy. • Pension election analysis. • Social security evaluation & election.The team frequently collaborates with clients’ other professionals such as their CPAs and Attorneys to help coordinate income tax and estate planning strategies. If other professional relationships are needed the team is happy to provide referrals. Fred and his team believe they can be more valuable to clients when they focus their time and energy on fewer clients while providing comprehensive wealth management services to those that they work with. Resonate Private Wealth Management of Raymond James has clients in 20 states and concentrates their local advisory services on clients in Raleigh, Cary, Morrisville, Apex and RTP.
