We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
We also can pursue answers to your questions, including:
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Partner | Wealth Advisor
Jimmy is a Wealth Advisor and founding partner of Frederick Wells Advisors. After building a successful wealth management practice, he met fellow advisor Clare Frederick. Together they formed a partnership focusing on building...
Stephanie is the Operations Manager at Frederick Wells Advisors. She oversees the smooth functioning of the office with overall responsibility for day-to-day operations. Stephanie joined the team in September 2022 after previously...
Amie Parker is a Virtual Administrative Assistant at LPL Financial, a service that provides industry-trained LPL professionals who can simplify operations and streamline LPL advisors' practices. She partners with advisors to provide...