About Fred

Fred Goduti is dedicated to a wealth management approach that is centered around his clients’ priorities – their families, their friendships, and their favorite things to do. Fred takes the time to truly understand his clients’ whole life, beyond just their money, which lays the foundation for continuing to navigate their financial path.

Personal values and central priorities drive the creation of a customized and dynamic plan for each of Fred’s clients. As their lives change and unexpected events take place, he helps his clients make changes based on their needs and choices. These plans are designed not only to help people’s money support their life goals but also to keep clients focused on the things that matter to them most.

Education

Fred joined Wells Fargo Advisors in 1995 after receiving a B.S. in Marketing from Franciscan University in Steubenville, OH. He later obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification from the College for Financial Planning in Denver, CO, after completing a rigorous educational program and examination. Fred adheres to a professional Code of Ethics as a CFP® professional and completes strict annual continuing education requirements.

Additionally, Fred earned the designation of a PIM® Portfolio Manager*, which is awarded by Wells Fargo Advisors Financial Network based on experience as a portfolio manager; a specified level of assets under management; industry experience; and successful completion of FINRA Series 65 or 66 exams. Only a small percentage of Financial Advisors at Wells Fargo Advisors Financial Network meet these standards.

Away from the office

Fred is an active member of family and church activities and enjoys traveling, hiking, golfing, and playing tennis. He also serves as a volunteer and former Commander of the local Fraternus Chapter, a mentoring program for young men about virtues. He and his wife, Amy, have eight children – Kathryn, Grace, Christian, Jake, Mary Rose, Clare, and the twins, John and Brigid.

_{*The PIM program is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.}

For decades, Doug has built his career on consistency, ease, and trust with his clients by demonstrating diligence, providing investment planning, and delivering solutions to executives, business owners, and families.  Doug works with premier specialists to tailor solutions for high networth clients, including liquidity solutions, private placements, estate and trust strategies, succession planning, define benefit/contribution plans, business valuations, and exit strategies.

After providing public bank loans for Fortune 500 firms in Corporate Debt Products at Bank of America, Doug spent nearly three decades in private business ownership, which provides a specialized understanding for his business clients’ needs. His expansive private business experience includes healthcare, private equity, financial services, retail store/sales, apparel/clothing, food service/hospitality, and agrochemical. Doug’s work has taken him around the world, including Europe and South America, and he speaks Spanish.  

Doug graduated from Miami University with a BSB in Business Marketing. He then went on to earn his MBA with an emphasis in Finance from the top-ranked Darla Moore School of Business at the University of South Carolina. He has studied International Business at ITESM in Guadalajara, Mexico and ESADE in Barcelona, Spain while completing an internship at Syngenta in Basel, Switzerland.

Focusing his priority on continuing education, Doug earned the Chartered Financial Analyst®(CFA) designation in 2016 and the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2020. Doug is also a PIM Portfolio Manager* overseeing multiple discretionary, tactical strategies to fit various client risk profiles, as well as creating portfolios that are designed to provide income solutions. 

Doug and his wife, Sophie, have three gregarious boys – Jack, Easton, and Grey. In his free time, Doug plays piano, practices meditation, and is an avid traveler, having visited 30+ countries. He enjoys coaching and watching his sons play soccer, baseball, and basketball. Doug also volunteers at several local charities, tutors reading and math for K-8 students, and serves on the Board of the Long View Giving Fund, which provides financial and educational support to underserved children in the Charlotte community.

_{* The PIM program is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.}

About Grace

Grace O’Brien provides administrative support for Fred Goduti and True North Wealth Management. Grace’s father worked in the financial services industry, and she was fortunate to observe and recognize the dedication he had to help people achieve their goals. She felt drawn toward this profession, just as her father did. To further her education and skills, she attended Franciscan University in Steubenville, OH, and then joined True North Wealth Management in October of 2020 to fulfill and extend her interest in helping others.

Education

To further her education and skills, she attended Franciscan University in Steubenville, OH, and then joined True North Wealth Management in October of 2020 to fulfill and extend her interest in helping others.

Away from the office

Grace is married and has two small children, and her husband is a Senior Associate with KPMG in Charlotte, NC.

About Julie

Julie has worked in the financial service industry since 1999. Before joining True North Wealth Management, she worked at Stifel Nicolaus, Butler Wick, and A.G. Edwards & Sons. Having served in a variety of roles in the industry, Julie brings extensive knowledge of client service, operations, and wealth management administration. She previously served as a commodity wire-operator, cashier, compliance associate, and administrative assistant to a branch manager. Julie serves as a first point of contact for clients and helps address their day-to-day questions or concerns.

About Ben

A recent graduate of Belmont Abbey College with a degree in business management and a minor in finance, Ben McQuaid is a graduate assistant in the University of North Carolina Charlotte Belk MBA program. His studies and previous internship in 2020 with True North Wealth Management have deepened his interest in and commitment to the financial services industry. Ben credits his father, a 30-year veteran in the world of technology and investments, for kindling his own passion for his career in the industry. In college, Ben was a Division II varsity tennis player, and he continues to be an avid outdoorsman today.