Bryan Frates
Senior Financial Advisor
Email Address
Bryan.Frates@wfadvisors.comPhone Number
(207) 776-6201Toll Free
(800) 424-4452Find Me On
As a Vice President & Senior Financial Advisor with Wells Fargo Advisors, I am focused on helping individuals and families plan with clarity and confidence. Our team emphasizes comprehensive investment & wealth planning strategies, working closely with clients to develop strategies tailored to their long-term goals, from retirement to wealth preservation.
As a team we take a relationship-driven approach grounded in trust, transparency, and ongoing guidance by collaborating with clients as their needs evolve over their lifetime.
Prior to Wells Fargo Advisors, I worked with Edward Jones in the Washington, D.C. area and later moved to Fidelity Investments in Portland, Maine.
I am a graduate of Bates College and got my degree in Rhetoric. Outside the office, I am a husband, father, brother, son and friend who is active with the Kennebunk Lacrosse Club and enjoy playing music as a singer-songwriter as well as the lead singer in a local band. My wife Lisa works for the marketing team with the Portland Hearts of Pine, and we live in Arundel with our two children, Bodhi and Alta, who stay busy with sports, friends, and school while helping out with our rambunctious Siberian husky, Mystic.
I genuinely look forward to building a lasting relationship with you and your loved ones to help you approach the future with a sense of financial confidence, so you feel prepared for whatever lies ahead.
Licenses
- FINRA Series 7 Securities Registration
- FINRA Series 66 Securities Registration
Education
- Bates College
- Kimball Union Academy
Languages
- English
Working with Us
We’ll provide the advice and guidance you need to focus on your short- and long-term goals while navigating life’s financial opportunities and turning points. Once we’ve helped you explore your goals, we’ll create an investment plan together to help support them.
What to Expect
We believe your investment strategy should support and sustain your long-term financial future. Drawing on industry-leading investment choices and research, we’ll help you align your strategy to your most meaningful plans and goals for your life. Think of it as a careful, deliberate planning approach that goes way beyond simply aiming for returns and hoping for success. Here’s what you can expect from us:- Time – to get to know you and what matters most to you and your loved ones
- A personalized investment plan tailored to your unique life goals
- Scheduled reviews with you to help ensure you’re on track to meet your objectives and risk tolerance
- Holistic, big-picture advice throughout your financial journey
Of course, life often includes unexpected twists and turns. If your goals or financial needs change, simply let us know. We’ll talk through any necessary adjustments to your strategy.
Put your future into focus today. Contact us to get started on a personalized investment plan.
Investment expertise and advice in an effort to help clients succeed financially
