"Failing to prepare is preparing to fail."
— John Wooden, Coach UCLA, 10-time NCAA College Basketball National Champions
Fred came to the financial services industry after a 30+ year career as an accountant, corporate controller, international corporate risk analyst and small business owner. He currently holds the following Securities Licenses: Series 7, 63, and 65. Fred also holds a Florida 2-15 Insurance License (Life, Health & Variable Annuity).
Fred is an intrinsic part of the Generations Wealth Advisors Team Directed Program. This is a unique investment management solution for our advisors and their clients. Maintaining these in-house created portfolios used by many of our advisors along with the day to day tasks of trading, cashiering and monthly reporting are part of Fred’s responsibilities.
Fred contributes on many special projects for Generations Wealth Advisors. His knowledge and experience gained over the years has made him an invaluable asset for our firm.
Fred is a native of New York. Born in Manhattan, raised on Long Island; Fred spent most of his adult life in Westchester County, NY. He attended The George Washington University, DC. Fred makes his home in Boca Raton, FL and is active in the South Florida arts and cultural community. His pastimes include jazz music, model rocketry and alumni networking.