André Freitas
AF

André Freitas

Linkedin Profile
Financial Advisor, Vice President - Investments at Wells Fargo Advisors | Providence County, Rhode Island, United States
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About André Freitas

  • André Freitas is a dedicated Financial Advisor at Wells Fargo Advisors, where he serves as Vice President - Investments. With a strong commitment to helping clients navigate the complexities of wealth management, André leverages his extensive expertise in investment strategies, asset allocation, and retirement planning...
    André Freitas is a dedicated Financial Advisor at Wells Fargo Advisors, where he serves as Vice President - Investments. With a strong commitment to helping clients navigate the complexities of wealth management, André leverages his extensive expertise in investment strategies, asset allocation, and retirement planning to craft tailored financial solutions. His approach is deeply client-centric, focusing on understanding individual financial goals and risk tolerance to develop personalized portfolios that align with their aspirations. At Wells Fargo Advisors, André is actively involved in key projects that emphasize comprehensive wealth strategies, including retirement planning and estate consideration. He utilizes a diverse array of investment vehicles, such as mutual funds and fixed annuities, to create robust investment portfolios that not only aim for growth but also prioritize risk management. His proficiency in securities and insurance further enhances his ability to provide holistic financial advice, ensuring that clients are well-equipped to make informed decisions about their financial futures. André’s dedication to client education is evident in his commitment to demystifying complex financial concepts, empowering clients to take charge of their financial journeys. By fostering long-term relationships built on trust and transparency, he strives to be a reliable partner in his clients' financial success. Whether guiding clients through the intricacies of asset allocation or advising on wealth transfer strategies, André Freitas exemplifies the professionalism and expertise that define Wells Fargo Advisors.
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  • André Freitas Work

    • Financial Advisor, Vice President - Investments at Wells Fargo Advisors in October 2019 to Present
    • Financial Advisor at Edward Jones Investments in April 2011 to October 2019
    • Insurance Agent at Bankers Life in January 2011 to May 2011
  • André Freitas Skills

    • FinanceInsuranceRetirement Planning
      Strategic PlanningRetirementInvestmentsMutual FundsFixed AnnuitiesFinancial AdvisoryAsset AllocationInvestment StrategiesPortfolio StrategiesEstate ConsiderationAsset StrategiesSecuritiesWealth Strategies401k Options

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  • About André Freitas's Current Company

  • Frequently Asked Questions about André Freitas

    • What is André Freitas email address?
      Email André Freitas at a***s@wellsfargoadvisors.com. This email is the most updated André Freitas email found in 2024.
    • How to contact André Freitas?
      To contact André Freitas send an email to a***s@wellsfargoadvisors.com.
    • What company does André Freitas work for?
      André Freitas works for Wells Fargo Advisors
    • What is André Freitas's role at Wells Fargo Advisors?
      André Freitas is Financial Advisor, Vice President - Investments
    • What is André Freitas's Phone Number?
      André Freitas's phone (***) ***-*187
    • What industry does André Freitas work in?
      André Freitas works in the Financial Services industry.

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