Fraley Turnipseed helps clients by providing independent advice to help them achieve their financial goals.
Fraley Turnipseed serves a diverse clientele of individuals, families and institutions interested in saving and investing for a secure financial future. She uses a disciplined approach to planning that begins by determining their current financial state and their financial blind spots. After careful analysis, she recommends suitable strategies to build wealth and achieve the client’s goals. After implementing the plan, Fraley institutes an active review process to monitor progress and to make any necessary adjustments as clients prepare for and transition through their stages of life. Clients can expect Fraley to build long-term relationships and deliver a high level of service and accessibility, as she works hard to earn and keep their trust as a financial planner and family advisor.
Fraley founded Pentas Wealth Management in 2016 and has more than 20 years of financial service experience. She previously held positions with industry-leading investment firms as a financial advisor, as well as a bond and stock analyst. Fraley earned an MBA in Finance from the Collat School of Business and a B.S. in Psychology from Birmingham-Southern College. She is also ranked as one of Forbes’s Top Women Wealth Advisors.
To learn how Fraley gives back to her community, see Giving Back.
1. The 2020 Forbes ranking of America’s Top 1,000 Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of 7 years of experience and weighing factors like revenue trends, AUM, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Research Summary (as of April 2019): 32,000 nominations were received based on thresholds (9,654 women) and 1,000 won. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/top-women-advisors/#28abc5bd51f4 for more info.
2. The Woman of Distinction Award is designed to recognize a woman advisor that has served as a role-model to other advisors or service associates in her branch or the industry. Through mentoring and coaching, she’s supported the professional growth of women by sharing her experiences, knowledge, ideas, and feedback. In addition to these qualities, nominations should also include a woman who is actively involved in her community through volunteer hours, and board participation. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.
3. Fraley Turnipseed earned the AIF® Designation from the Center for Fiduciary Studies in 2018. The AIF® Designation certifies she has specialized knowledge of fiduciary standards of care and their application to the investment management process.