Clare Frederick
Wealth Advisor-partner Owner at Frederickwells Advisors at Frederick Wells Advisors
Based in Pittsburgh, United States
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Seniority
C-Team
Department
Other
Location
Pittsburgh
Industry
Financial Services
Company size
4
Contact information
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c•••••••@frederickwells.com
Phone
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Background
About Clare Frederick
As a Wealth Advisor and Founding Partner of Frederick Wells Advisors, I specialize in working with multi-generational families to help address their comprehensive financial planning needs. My firm's work includes the integration and oversight of our clients’ entire advisory team, including their attorneys, accountants and other advisory professionals. We pride ourselves on an integrated understanding of financial strategies and the appropriate application to best pursue one’s goals and objectives for a lifetime. Our belief is that everyone deserves an opportunity to achieve financial independence and this serves as the cornerstone of our practice and grounds the implementation of services we deliver to our growing clientele. After earning a Bachelor of Science degree in Industrial Engineering from Penn State University, I began my professional life in 1984 as an Industrial Engineer for a privately held aluminum company. My analytical aptitude and interest in having a more direct impact on the lives of those I served, led me to undertake a career change after eight years as a practicing engineer. I am a long-time resident of Mount Lebanon Township where my husband, Scott and I raised our daughter, Alexandra. When not working, I enjoy spending quality time with friends and family, practicing yoga, outdoor activities, travel, and being a music fan. Disclosure: RICP conferred by The American College. Securities offered through LPL Financial, Member of FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the contact info section above. Investment advice offered through Stratos Wealth Partners, a registered investment advisor. Stratos Wealth Advisors, Ltd. and Frederick Wells Advisors are separate entities from LPL Financial. For a list of states in which the wealth advisors of Stratos Wealth Partners are registered to do business, please visit Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
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