Robert J. Fratesi | Financial Resource Management


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775 Ridge Lake Blvd Suite 150
Memphis, TN 38120

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Robert J. Fratesi

Robert J. Fratesi

CPA, Principal

As a partner with FRM, Bob helps clients address all major aspects of their financial lives and provides the roadmap needed to achieve their financial goals. He develops and implements financial strategies for individuals, families and closely-held business owners. He seeks to be comprehensive, responsive, and educational in all facets of his practice. He listens carefully and effectively combines creativity with discipline. Bob specializes in financial and estate planning, retirement planning, investments, and insurance and has 20 years of experience as a financial advisor.

Bob has 30 years experience in public accounting, investment banking, and publicly held corporations.  He began his accounting career with KPMG and then served 7 years as Controller for Cook Industries, a commodities merchandising firm.  He served as CFO of the Union Planters Investment Banking Group for 10 years. Bob also worked with a global transportation company as Managing Director of the Memphis office servicing all North American financial functions.

Bob holds an accounting degree from Mississippi State University.  He has been active on the boards of Crichton College (Chairman), Christian Psychological Center, Evangelical Christian School, The Baddour Center, Young Life (Chairman), and First Evangelical Church (Deacon Chairman).  He and his wife, Carole, have 3 married children and 8 grandchildren. Bob and Carole enjoy reading, traveling, church ministry work, and spending time with family.  

Bob is a founding shareholder of Old Growth Capital, LLC, which owns Arete Wealth Management, the FINRA registered Broker-Dealer with which he is affiliated.  He maintains securities, insurance, and CPA licenses.

Click Here to Read Bob's Mission and Principles

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities Products offered through Arete Wealth Management, member SIPC/FINRA/NFA.  Financial Resource Management is a Registered Investment Adviser.