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™ 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 is a PIM® Portfolio Manager*, which is a certification issued 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 designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors Financial Network advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
Ben began his journey to find his True North at Belmont Abbey College, where he earned his BA in Finance. At the Abbey he developed his professional and spiritual awareness and joined True North Wealth Management as an intern while competing for the Crusader’s Division II varsity tennis team. After graduation, he went on to pursue an MBA and graduated top of his class from Belk College of Business at the University of North Carolina at Charlotte, a Tier 1 Global MBA program. Now returning to True North Wealth Management as a full-time employee, Ben is excited to bring his perspective and technical knowledge to the True North family, specializing in investment planning, client development, operations and social media management. Away from the office Ben is an active member of the Cornelius area tennis community and spends time volunteering at his church as a leading mentor of the local Fraternus program, a mentoring weekly assembly for young boys and men focused on faith, virtues, and development.
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.
PLEASE NOTE: By clicking on this link, you will leave the Wells Fargo Advisors Web site and enter a privately owned web site created, operated and maintained by a third-party, which is not affiliated with Wells Fargo Advisors or its companies. The information and opinions found on this website have not been verified by our Firm, nor do we make any representations as to its accuracy and completeness. By linking to this Web site, Wells Fargo Advisors is not endorsing this third-party’s products and services, or its privacy and security policies, which may differ from Wells Fargo Advisors. We recommend that you review this third-party’s policies and terms and conditions to fully understand what information may be collected and maintained as a result of your visit to this website.