Fred Farris helps individuals, families, and business owners navigate the complexities of wealth management through personalized financial strategies designed to align with their long-term goals and values. He is committed to building lasting relationships, providing thoughtful guidance, and helping clients make confident financial decisions through every stage of life.
Drawing from a diverse background that includes service in the U.S. Army, business ownership, accounting, technology, and management, Fred offers a practical and disciplined approach to financial planning and wealth management. Since joining Equitable in 2026, he has contributed significantly to the firm's continued growth while maintaining a strong focus on client service and relationship management.
With extensive experience serving clients' financial needs, Fred holds Series 7 and Series 66 securities licenses, as well as life and variable insurance licenses, allowing him to help clients address a broad range of investment, retirement, and insurance planning objectives.
Fred remains passionate about learning, innovation, and community involvement. Outside of work, he enjoys golfing, traveling, volunteering, and spending time with his wife, Susan, their two daughters, family, and friends.