With more than 35 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, 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 advisors and the families they serve throughout Upstate New York
and New England. In 1998, he transitioned from wholesale to retail and started
as a branch manager in Poughkeepsie, New York for Smith Barney. After building
and adding three new offices to his complex in 15 months, Frank was promoted
to one of the top 100 offices at the firm in Syracuse, New York. Frank then spent
just over three years helping KeyBank and McDonald Investments merge Key’s
Private Bank with McDonald’s Private Client Group. Based in Albany, Frank and
his private banking partner collaborated on bringing the teams together in
Upstate New York and the Hudson Valley. Over the last 17 years, he served 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 #1 region in the
country in 2020. He joined RBC Wealth Management in 2021 as complex director
of the Rochester Complex and was then asked to lead the newly created Great
Lakes Complex on September 1 of that same year.
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 two grandchildren, Henry and
Charlotte. Frank is a past president and current board member of Advocates,
Inc., which has a mission to support children and adults with disabilities
through mentors and support staff, self-directed community habilitation and
self-directed residential support as well as service co-ordination. Frank and
his family are also very involved with the Eastern Farm Workers Association,
which provides job and housing referrals, food and clothing distribution as
well as volunteer dental, legal and medical services on the behalf of farm
workers throughout Central New York. 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.
