P. Frederick deNapoli, CFP®, CRFA

P. Frederick deNapoli, CFP®, CRFA

Senior Vice President

Phone: (978) 531-1818
Fax: (978) 531-5699

Fred deNapoli has spent nearly twenty years advising a widely diverse clientele residing in eleven U.S. states, Europe, Abu Dhabi, and Hong Kong. Each client is unique with his or her specific financial issues and financial goals. Every relationship is established in a manner to learn and to understand these goals so that a highly personalized investment approach can be developed.
 
In his practice, Fred typically focuses upon two central planning issues: asset management and estate planning. Many clients are at or near retirement and believe it is an important time to obtain a professional, yet completely independent, investment perspective. They're looking for someone who will concentrate on maintaining allocations that are both competitive and defensive with a strong focus on diversification, at a firm that can offer superior analysis, account monitoring, and excellence in execution.
 
Along with this highly personalized approach, Fred works with his clients to ensure that they eliminate common financial planning mistakes such as not having a current will, or up to date designation of beneficiaries on retirement accounts. 
 
  
Credentials and Professional Background
§         Bachelor's degree, Whittemore School of Economics, UNH, Durham
§         CFP® (Certified Financial Planner) & CFP® Licensed Practitioner
§         Essex County Estate Planning Council, Board of Directors, 1st Vice President, Past President
§         Named as one of "America's Best Financial Planners" by the Consumer Research Council of America, four consecutive years
§         Listed in Who's Who in America and Who's Who in Industry & Finance
§         Assistant Governor, District 7930, Rotary International
 
 
      On Personalized, Independent Advice: "So often we meet folks who've had relationships with the 'big name' brokerage houses, but felt disappointed with the lack of personal attention, the high fees, and the constant bombardment of in-house, proprietary product recommendations. Winslow is structured from the ground up to deliver superior service in these areas while rendering truly independent advice. Those clients who have made the switch frequently comment on what a refreshing change this makes."