Fred Frey




  Email LisaConnect with Lisa on LinkedIn

Relationship Manager    

Fred Frey has joined the ClientWise team as a Relationship Manager with over a decade of experience in Financial Services. He has held positions such as Senior Financial Advisor, Senior Financial Consultant and Regional Bank Private Banker. Fred specializes in building relationships with his clients to understand their unique needs so he can best partner with them to co-create a specialized coaching plan. When Fred is not at ClientWise, you can find him spending time with his wife Erin and their three children, Clayton, Charlotte, and Josephine.