Glenayr Wealth Advisors
490 Cook Mountain Drive
Brightwood, VA
United States

(540) 229-1957

peggy.f.frye@gmail.com
http://www.glenayrwealth.com

Biography

Peggy F. Frye, Principal of Glenayr Wealth Advisors LLC, is an experienced wealth advisor, Certified Financial Planner ®, and Registered Life Planner®.  She is also a Certified Financial Transitionist™ with the Sudden Money® Institute, the national leader in financial transitions planning.  She advises high-net-worth individuals and families using a unique life planning and financial transitions approach supported by traditional financial planning techniques, and she is a thinking partner with clients as they navigate life-altering transitions.

Peggy’s skills are built on an outstanding 28-year career as a Private Banker and Wealth Advisor for Citi’s Private Bank in New York City, Westchester County, NY, and Washington, DC.  She has been a Certified Financial Planner® since 1996 and is distinguished as one of a small number of advisors who has achieved Registered Life Planner® designation from the Kinder Institute in Littleton, MA.  In 2011 she became an instructor for the Kinder Institute and has worked to train other advisors to become Registered Life Planners®.   In addition, she is affiliated with the Sudden Money® Institute and is among an elite group of professionals with experience in combining the field of financial planning with cutting-edge research in neurology, sociology, and psychology.  In 2013 she received her Certified Financial Transitionist ™ designation.

During her career advising clients, she has served corporate clients, privately-held business owners, real estate entrepreneurs, private equity firms and their owners, and large high-net worth families.  Peggy draws from this rich and extensive experience to advise clients in her private practice.

She holds an MS from Fordham University and a BS from Southeastern Louisiana University with high honors.  Peggy resides with her husband on Glenayr Farm in central Virginia.
 

United States, , Virginia

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10 huntly circle
palm beach gardens, fl 33418
ph: 561-776-6209
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