Fred opened his office with Edward Jones Investments in Upper Arlington in April 1997 and has now been in the financial services industry for 17 years. Fred’s experience includes: fee-based financial planning and asset management programs, trust portfolio management, trust and estate planning, business succession planning, business and individual retirement plans, tax advantaged investments, life, disability and long-term care insurance and college savings programs. He is a frequent speaker and educator on various investment, estate and retirement planning topics.