Search for...
Add Business
Log In
Businesses
Jobs
preciese location is off
Cancel
Home
›
Massachusetts
›
Lincoln
›
Investment Services
› Brandon Frye, CFP®, Robertson Stephens
Senior Vice President, Robertson Stephens
Brandon Frye, CFP®, Robertson Stephens
be the first one to review!
(415)500-6810
verified
55 Old Bedford Rd Suite 306
Lincoln
MA
,
01773
CLOSED NOW 9:00 am-5:00 pm
Sun
closed
Mon
closed
Tue
9:00 am-5:00 pm
Wed
9:00 am-5:00 pm
Thu
9:00 am-5:00 pm
Fri
9:00 am-5:00 pm
Sat
9:00 am-5:00 pm
55 Old Bedford Rd Suite 306
,
Lincoln
MA
,
01773
(415)500-6810
www.rscapital.com
Instagram Page
Investment Services
Financial Planners
Financial Consultants
claim this listing
share
sms info
send invite
report a problem
Looking For Investment Services?
SPONSORED
About Brandon Frye, CFP®, Robertson Stephens
Brandon Frye is a Senior Vice President at Robertson Stephens in the Boston Office. With David Matias and Avi Deutsch, he advises clients on financial planning, fixed income strategies, and portfolio management. He is deeply passionate about helping clients achieve their financial goals, starting with small life changes. Prior to joining Robertson Stephens, Brandon was the Director of Fixed Income at Vodia Capital, a boutique wealth management firm in Lincoln, Massachusetts. Having joined the firm in its earliest days, Brandon spent 15 years helping Vodia become a national player. Over the years, he contributed to many aspects of the business, including ongoing portfolio management, designing and implementing complex fixed income strategies, and managing client relationships. Before joining Vodia, Brandon served six years in the United States Marine Corps Reserve. Brandon graduated from Capella University with a bachelor’s in Business and a specialization in Finance and is a CERTIFIED FINANCIAL PLANNER™ professional. In his free time, he volunteers as a financial coach for Wings for Widows, a nonprofit dedicated to helping newly-widowed men and women navigate the financial trauma of loss. He lives with his family in Assonet, Massachusetts, where he spends countless hours optimizing travel-hacking strategies and dreaming of warm Mallorcan summers.
Services:
Financial planning
Fixed Income
Bonds
Investments
Private investments
Alternative investments
ESG investing
Portfolio Design
Investment Management
Tax planning
Estate planning
Thematic impact investing
Philanthropic Services
Brands Carried:
Robertson Stephens
Brandon Frye, CFP®, Robertson Stephens, investment service, listed under "Investment Services" category, is located at 55 Old Bedford Rd Suite 306 Lincoln MA, 01773 and can be reached by 4155006810 phone number. Brandon Frye, CFP®, Robertson Stephens has currently no reviews.
Browse all Investment Services
in Lincoln MA. Discover
census data for Lincoln, MA
.
Map To This Location
634.32 mi away
1 hour and 27 minutes by plane
Give
to Brandon Frye, CFP®, Robertson Stephens
Frequently Asked Questions about Brandon Frye, CFP®, Robertson Stephens
Is Brandon Frye, CFP®, Robertson Stephens open on Sunday or Monday?
Brandon Frye, CFP®, Robertson Stephens is closed on Sunday and Monday.
Brandon Frye, CFP®, Robertson Stephens is open Tue-Sat 9:00 AM-5:00 PM.
show
2
0
Recent Activity
Copyright © 2006-2024
SHOWMELOCAL Inc.
- All Rights Reserved. |
Made in NYC
SHOWMELOCAL®.com is Your Yellow Pages and Local Business Directory Network
SHOWMELOCAL® is a registered trademark of ShowMeLocal Inc.
×
Top