Team Member-Andrew Bray

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 is a specialist in the areas of portfolio management, retirement planning, education planning and estate planning. Andrew joined Compass in May of 2010 and brings over 10 years of knowledge and experience in working with individuals and complex financial planning concepts.

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 holds his Series 7, 66 registrations* with LPL Financial & Life and Health insurance licenses. Andrew is a Chartered Financial Analyst (CFA®) and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.

Originally from Duxbury, Massachusetts, Andrew is an avid New England sports fan. In his spare time Andrew enjoys playing golf and basketball and spending time with his wife, Allison and two children, Aurora and Lachlan.

* Registrations held with LPL Financial

THE WAY WE DO BUSINESS

We are not yes-people to our clients. We are thoughtful, honest and strategic partners who engage in a rigorous process to help clients reach their goals.