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