Fred Frey is a skilled Investment Advisor Representative and financial advisor for retirement plans. As a Certified Public Accountant and a Certified Financial Planner (CFP®) Fred’s focus includes the firm’s wealth management practice and long-term investment strategies.
Fred helps clients prepare for investment strategies that work. His portfolio management is a combination of discipline and perspective based on plenty of experience. Fred helps turn his clients’ “money worries” into solutions so they can enjoy the things they truly love doing.
Fred is a five-year veteran of the U.S Navy as an A-6 Bombardier/Navigator. Post-Navy, he attended graduate school at Old Dominion University in Norfolk, Virginia. His experience as a financial advisor for retirement plans as well as individual wealth management began in 1995 as he gained experience at Maxwell Locke & Ritter.
As a part of the ML&R Wealth Management team, Fred brings his wealth of experience to the forefront. He has passed the National Association of Securities Dealers’ General Securities Registered Representatives (Series 7) Exam and the Uniform Securities Agent State Law (Series 63) Exam.
Meet Fred Today
Seek financial independence based on expert guidance with deep roots in Austin, Texas from Fred Frey.
- Family Wealth Planning
- Investment Management
- Estate Planning
- Education Planning
- Tax Planning
The University of Virginia
Bachelor of Arts in History
Old Dominion University
Master of Science in Accounting
Current: Austin Shakespeare Festival, Board Member; Capitol Area Council of the Boy Scouts of America, Advisory Board Member
Past: Austin Museum of Art; Board Member; Children’s Advocacy Centers of Texas, Investment Committee; Star of Texas Rodeo, Trustee; St. Theresa’s Catholic School, Finance Committee
- American Institute of Certified Public Accountants
- CERTIFIED FINANCIAL PLANNER ™