Fred is characterized by loyalty, community, and paying forward to the people and institutions that have given him so much. He has spent his entire life — and his career of over 30 years in the financial services industry — in his native town of Delray Beach, Florida. After earning his B.A. in Finance from nearby Florida Atlantic University, Fred remained in town to build a family, establish a business, and become one of the most prominent members of his community.

As a result of Fred’s emphasis on loyalty and community, the core values that he brings to his work with his clients include development of strong personal relationships with them. These close ties enable him to understand their personal dreams as well as their financial needs and helps him address both more effectively. Fred’s professional team works in the heart of downtown Delray Beach on Atlantic Avenue, which has been its principal venue for business, shopping, and community life. 

One of Fred’s top priorities at this stage of his career is to give back to community. In 2009, the United States Marine Corps and the Marine Corps League awarded him the Distinguished Service Award for volunteer work. He has served on Delray’s Planning and Zoning Board. He is a past President of the Delray Beach Rotary Club, of which he has been a member for 25 years. Fred participates in Rotary’s focus on the prevention and eradication of polio. He also engages his local chapter in helping local high school students prepare for college by applying for and winning scholarships, then taking an interest in the future of “his” students.

Fred and his wife even live close to the bustle of Atlantic Avenue, where he is seen every day. From here in the heart of Delray Beach, they have raised two sons who have graduated college and left home. They have also adopted a developmentally impaired adult, who has become almost as well-known in the community he loves as his parents. As Fred’s family, friends, business associates and colleagues in volunteer work discovered a long time ago, if they want someone to lend a hand, they reach out to Fred.

Kelly is a senior director and financial advisor who assists private clients with wealth management services. Her approach is to align each client’s unique goals, values, and needs with holistic planning and design of investment strategies. Kelly uses an in-depth discovery process that leads to a true understanding of each client’s specific situation, time horizon, and risk tolerance.

She focuses on growing and protecting the assets of high-net-worth clients (individuals, families, corporate executives, and businesses), including leveraging the resources and leadership at Atlantic Ave Advisors to help clients pursue goals and solve complex financial issues.

Bio coming soon.