With more than 40 years of financial services experience, Frank’s passion and focus is inspiring and empowering his team members to close the gap of where they are today and what they are capable of. Frank spends his days working with his family members, friends and team members to help them live healthier, happier and more productive lives.
After graduating from St. Lawrence University with a Bachelor of Science degree in math and economics, he spent 14 years in the mutual fund industry working with and for financial advisors and the families they serve throughout Upstate New York and New England. In 1998, he transitioned from wholesale to retail and joined Smith Barney where he served as a branch manager in Poughkeepsie, New York, and complex director for Central New York. Frank was then recruited to help KeyBank and McDonald Investments merge Key’s private bank with McDonald’s private client group. After that merger he spent the next 17 years serving as a complex manager in Syracuse, a market manager in Cleveland and a regional president of the New England region for Wells Fargo Advisors. Frank was on the Wells Fargo Advisors Diversity and Inclusion Committee, the branch manager’s advisory board, was a premier manager three times and led the number one region in the country in 2020. In 2021, he was recruited to RBC Wealth Management as a senior managing director and was asked to lead the Great Lakes Complex.
Originally from East Rochester, New York, Frank and Kelly, his wife, currently call Syracuse, New York, their home. Between them they have four children, Amanda, Daniel, Michael, and Maxwell and four grandchildren, Henry, Hunter, Adalyn and Charlotte. Frank is a past president and board member of Advocates, Inc., which has a mission to support children and adults with disabilities. Frank, Kelly and Maxwell are also very involved with Tillie’s Touch, a program that serves inner city children and focuses on education and soccer. Frank is also on the board of trustees for Manlius Pebble Hill, Syracuse’s premier prep school.
Frank spends his free time working on self-development and self-improvement, aspiring to improve daily as a father, a husband, a leader and a community servant. He loves to cook for his family and friends, ski, travel and exercise. Frank has earned the Registered Corporate Coach designation and also earned his Certified Holistic Health Counselor designation from the Institute for Integrative Nutrition.
