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Ande Frazier CFP®️, CLU, ChFC, RICP, BFA™️, ChSNC, CDFA®️

Ande Frazier CFP®️, CLU, ChFC, RICP, BFA™️, ChSNC, CDFA®️

Partner

Ande began working in the financial industry over twenty-seven years ago specializing in personal finance and wealth building for individuals and business owners. Her skills led her to become a prominent speaker and thought leader in the financial services industry; having coached and developed thousands of financial professionals. 

After serving in various leadership positions throughout the financial services industry, including running a multi-million dollar fintech company, Ande felt it was time to get back to her roots of working with people directly by rejoining her family’s wealth management firm.  

As a widely known expert on behavioral finance, she regularly appears on top national media outlets to speak about topics at the intersection of women and finance.   Ande’s career accomplishments led her to be named one of Bristol’s Who’s Who Among Distinguished Professionals and Executives, Top 100 in Finance for 2019 and Top 50 Women of 2019, by Top 100 Magazine.  And if that wasn’t enough, she is also the Forbesbook author of Fin(anci)ally Free! 11 conversations people need to have with yourself about life, money and worth.  

Along with her financial education, Ande is a Certified Image Consultant and has received training from the Coach Training Alliance, Landmark Education and The Life Coach Institute. She is an active member of AALU, NAIFA, and WIFS.

Ande has her Life and Health Insurance license in addition to Securities Licenses Series 7,63, and 65. Originally a Georgia native (Go Dawgs!), she currently lives in New York with her husband and two children.