Andrew Bray Email & Phone Number
Director, Individual Wealth Management @ Compass Financial Partners
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Andrew Bray Location
- North Carolina, United States
Andrew Bray Work
- 2018 -now Director, Individual Wealth Management @
- 2010 -now Director, Individual Wealth Management @
- 2008 -2010 Associate Financial Advisor @ Bistreich & Associates - Ameriprise Financial Services
- 2007 -2008 Paraplanner @ Petrik & Associates - Ameriprise Financial Services
- 2005 -2007 Accounting Staff @
Andrew Bray Education
- Bentley College - Elkin B. McCallum Graduate School of Business
Master of Science (MS) (Financial Planning)
2006-2007 - Bentley College
Bachelor of Science (BS) (Accounting)
2002-2006 - University College Dublin 2005-2005
Andrew Bray Skills
- Protection Planning/family Security
- Independent Financial Advice
- Due Diligence
- Investments
- Market Research
- Investment Portfolio
- Certified Financial Planner
- Services
- Financial Services
- Retirement Planning
- Wealth Management
Andrew Bray Summary
- Andrew Bray, based in North Carolina, United States, is currently a Director, Individual Wealth Management at Compass Financial Partners. Andrew Bray brings experience from previous roles at Compass Financial Partners, Bistreich & Associates - Ameriprise Financial Services, Petrik & Associates - Ameriprise Financial Services and The Bulfinch Companies, Inc.. Andrew Bray holds a 2006 - 2007 Master of Science (MS) in Financial Planning @ Bentley College - Elkin B. McCallum Graduate School of Business. With a robust skill set that includes Protection Planning/family Security, Independent Financial Advice, Due Diligence, Investments, Market Research and more. Andrew Bray has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Compass Financial Partners Employees
George Hoyle
Managing Partner
North Carolina, United States
Wade Schmidt
Director, Relationship Management
Matthews, NC, US
Jennifer Kauffman
Associate Director, Financial Wellness
Denver, NC, US
Andrew Bray
Director, Individual Wealth Management
North Carolina, United States
Dave Rinehart
Director, Investment Consulting
Red Lion, PA, US
Amanda Stephens
Director, Retirement Plan Consulting
Raleigh, NC, US
Jeremy Borders
Director, Relationship Management
North Carolina, United States
Lori Stevenson
Managing Director, Retirement Operations
Greensboro, NC, US
Davy Rayner
Client Relations and Marketing Manager
Charlotte, NC, US
Kathleen Kelly
Founding and Managing Partner
Greensboro, NC, US
Ashley Cluley
Director, Investment Consulting
Anderson, SC, US
Jessica Curry
Senior Client Service Manager
North Carolina, United States
Jessica Scarborough
Client Service Manager
Greensboro, NC, US
Adrienne Robinson-Russ
Director, Financial Wellness
Charlotte, NC, US
Matthew Telfer
Associate Director Relationship Management
Concord, NC, US
Cara Justus
Associate Director, Client Service
Olin, NC, US
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