Robert Frey, MBA, CFP®, is a Senior Financial Advisor at Vanguard, where they manage high net worth clients’ financial goals, including retirement savings and investment strategies. From 2020 to 2022, they built and maintained a client portfolio of approximately 255 households with assets under management of around $282 million. They also held previous roles, including High Net Worth Inheritance Consultant at Vanguard and Financial Analyst Intern at Ohio Realty Advisors, LLC. Robert earned an MBA in Finance from Queens University of Charlotte and a Bachelor's degree in Consumer and Family Financial Services from The Ohio State University.
Location
Charlotte, United States
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