Andrew Bray
CFA®, CFP®
Director, Individual Wealth Management
Andrew Bray is the Director of Individual Wealth Management for Compass Financial Partners. Andrew is passionate about helping individuals pursue financial success by offering comprehensive, independent advice. Andrew works diligently with his clients to understand their goals and build a financial plan that helps prioritize, monitor and pursue their goals. Andrew specializes in the areas of portfolio management, retirement planning, education planning and estate planning. Andrew joined Compass in May of 2010 and brings over 13 years of knowledge and experience in working with individuals and complex financial planning concepts.
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 and serves on the Board of Directors for Hamilton Lakes Swim & Tennis Club. 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
