Frank Drake helps clients determine long-term financial goals and implement customized investment strategies. He follows a disciplined process that delivers a consistent yet customized wealth management experience. Before any financial decisions are made, he considers your whole life, taking the time to fully understand who you are and what matters most to you as an individual and as a business professional. With this intimate knowledge about what you value most, Frank is able to help you establish objectives, develop an appropriate strategy and recommend strategies that draw upon the breadth and depth of Total Merrill® to connect all the pieces of your financial life. Frank will conduct regular reviews with you to help you track your progress toward reaching your goals and keep your strategies consistent with any changes that may take place in your life and/or business.
Frank has been a Financial Advisor for 32 years joining Merrill Lynch Wealth Management in 2007. He is a CERTIFIED FINANCIAL PLANNER™ professional, a certification awarded by the Certified Financial Planner Board of Standards, Inc. and holds Certified Investment Management ConsultantSM designation. A graduate of the University of Maryland, with a Bachelor of Science in Business and Management. Retired from the U.S. Navy Reserve, as a Senior Chief Petty Officer, after serving 26 years both active duty and reserve. An active member of the Madison Rotary Club and a past President for the Spring Lake-Brielle Rotary Club.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
