Andrew Bray
CFA®, CFP®
Director, Individual Wealth Management
Andrew Bray serves as the Director of Individual Wealth Management at Compass Financial Partners, LLC, where he is dedicated to empowering individuals and families achieve their financial aspirations through astute and independent guidance with a steadfast commitment to his clients. Andrew takes the time to thoroughly understand their unique objectives, crafting tailored financial strategies designed to prioritize, monitor and realize their goals.
Specializing in executive financial planning, portfolio management, retirement planning, and estate planning, Andrew applies his extensive expertise to navigate the complexities of the financial decision-making process. Andrew joined Compass in May, 2010 and has led the Individual Wealth Management team since 2018. Andrew brings over 18 years of expertise to his role as a trusted financial advisor.
Andrew is passionate and committed to building trusted relationships with his clients. He takes pride in educating his clients, ensuring they are fully equipped to make informed decisions at every stage of their financial journey.
Originally from Duxbury, Massachusetts, Andrew graduated from Bentley College in Waltham, MA with a Bachelor’s Degree in Accounting in 2006 and a Master’s Degree in Financial Planning in 2007. Andrew has obtained his Series 7, 66 registrations* & Life and Health insurance licenses. Andrew is a Chartered Financial Analyst (CFA®) and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.
Outside of work, Andrew is an active member of Westminster Presbyterian Church. In his spare time Andrew enjoys playing golf and basketball and spending time with his wife, Allison and their three children.
* Registrations held with MMA Securities
