Frank is a deeply experienced financial advisor who has worked in the financial services industry since 1988. In 1992, Frank became a CERTIFIED FINANCIAL PLANNER™ professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc.
Frank joined RBC Wealth Management in 2020. His career began at AG Edwards & Sons in 1988. In his 22 years at AG Edwards, he served as a Chairman Council Advisor and corporate officer for more than 12 years. He was a resident director/ branch manager of the Short Hills and subsequently the Chester office for 14 years. After AG Edwards was acquired by Wachovia Securities, Frank moved his practice to Merrill Lynch in Chester, New Jersey. He then served as resident director/branch manager of the Merrill Lynch office for more than 10 years.
Frank’s decades of industry experience, his long tenure as a CFP® certificant and his 25 years managing financial advisors make him well positioned to offer a broad perspective to clients. He was named to the Forbes Best-In-State Wealth Advisors list in 2019 and 2020.
Frank provides traditional advice and guidance, which can help clients pursue their objectives by building and managing personalized or defined strategies, which may incorporate individual stocks and bonds model portfolios and third party investment strategies. Frank’s most rewarding pursuit is helping clients achieve their financial goals by turning their retirement savings into lifetime income.