portrait of William Fried

About William

OUR PRACTICE

Helping to create a future you want, together with you. This is our goal.
With a degree in neurobiology, physiology and behavior, and research experience in a forensic entomology and in an organic chemistry lab, I have a strong science background. In addition to science, I am also passionate about applying the scientific method to solve questions in finance. Ultimately, I received my Master of Science in finance from Vanderbilt University. Post graduation, I was employed as a financial analyst and as a financial advisor representative and I also founded a data analytics company. Being able to think like...

Focus Areas

  • Entrepreneurs & Business Owners
  • Employee Stock Options
  • Retirement Savings Strategies
  • Intergenerational Planning
  • Portfolio Reviews
  • Insurance & Annuities

Work History

  • Edward JonesJuly 2016 to Current

Education

  • Vanderbilt UniversityMaster of Science
  • Univ of California-DavisBachelor of Science

Team Members

  • Xiaoan Zhu
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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