Fred Asfoury

About Fred Asfoury

Fred and his team work closely with entrepreneurs, business owners, retirees and high-net-worth families to develop and implement financial and investment strategies that most effectively align with their needs, goals and risk tolerance. Our team\'s mission is to provide every client with targeted, comprehensive financial advice and total wealth management — delivered with the highest level of personal service and professional integrity. We strive to bring clarity and coordination to each client by collaborating with their other professionals such as CPAs and Attorneys to help develop and implement effective income tax and estate planning strategies.Disclosures:Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htmRaymond James & Associates, Inc, Member New York Stock Exchange/SIPC

Experience

1. Financial Advisor Senior Vice President, Wealth Management

   Raymond James

   Aug 2019 — Present · Raleigh-Durham, NC, US

   Fred specializes in working with new clients in the technology industry that are within 5 years of retirement. As new clients come onboard, Fred and his team help bring clarity and coordination to their financial lives. Being very analytical and having a technology background, Fred helps simplify the many complex aspects of wealth management.As a CERTIFIED FINANCIAL PLANNER™ professional with over 25 years of industry experience Fred helps develop and implement customized strategies designed to help create, manage, protect and preserve wealth. Common strategies may include: • Executive compensation & cash flow plans. • Concentrated position management. • Restricted Stock Units (RSUs) • IRC section 83(b) elections. • Rule 10b5-1 sales plans. • Stock options. • Covered call writing. • Deferred compensation analysis. • Lending & liability management. • Investment strategy and coordination. • Risk management & insurance. • Estate & trust planning. • Wealth transfer. • Charitable giving strategies. • Retirement strategy. • Pension election analysis. • Social security evaluation & election.The team frequently collaborates with clients’ other professionals such as their CPAs and Attorneys to help coordinate income tax and estate planning strategies. If other professional relationships are needed the team is happy to provide referrals. Fred and his team believe they can be more valuable to clients when they focus their time and energy on fewer clients while providing comprehensive wealth management services to those that they work with. Resonate Private Wealth Management of Raymond James has clients in 20 states and concentrates their local advisory services on clients in Raleigh, Cary, Morrisville, Apex and RTP.

Education

• Rochester Institute of Technology

  BS, Engineering

  1988 — 1993

• Rochester Institute of Technology - Saunders College of Business

  MBA, Finance

  1993 — 1995

Skills

• Wealth
• Asset Allocation
• Mutual Funds
• Risk Management
• Concentrated Stock Management
• Multigenerational Wealth Planning
• Small Business
• 401k Rollovers
• Fixed Income Strategies
• Business Owner Planning
• Wealth Preservation Planning
• Tax Efficient Strategies
• Alternative Investments
• Deferred Compensation Plans
• Insurance
• Estate Planning Strategies
• Retirement Planning
• Iras
• Retirement
• Finance
• Investment Planning
• Restricted Stock
• Investments