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Andrew F
CFA®, Series 65
Lolo, MT
United Capital Financial Advisors
Andrew Frey is a CFA® charterholder with 10 years of industry experience. He is currently with United Capital Financial Advisors, where he has worked since 2024. His prior roles include positions at U.S. Bank Private Wealth Management and Cutler Investment Counsel. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management using asset-allocation models developed by an Investment Policy Committee and offers portfolio customization for ESG and faith-based preferences.
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