André Freitas
Financial Advisor, Vice President - Investments at Wells Fargo Advisors | Providence County, Rhode Island, United States
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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.
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
President at Freitas Building Company in June 2005 to January 2011
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Estate Investment Planning
Finance
Insurance
Retirement Planning
Strategic Planning
Retirement
Investments
Mutual Funds
Fixed Annuities
Financial Advisory
Asset Allocation
Investment Strategies
Portfolio Strategies
Asset Strategies
Securities
Wealth Strategies
401k Options
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Discover more about Wells Fargo AdvisorsWhat is André Freitas email address?
Email André Freitas at [email protected]. This email is the most updated André Freitas email found in 2026.
How to contact André Freitas?
To contact André Freitas send an email to [email protected].
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.
André Freitas Email Addresses
André Freitas Phone Numbers
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