Frank Rogers is a Vice President, Senior Financial Advisor and Portfolio Advisor with Merrill Lynch Wealth Management in Greenwich, Connecticut.
Frank started as a Financial Advisor in 1994 With Dean Witter Reynolds. He has built his business based on bringing appropriate strategies to clients through a personal and consultative approach that includes an in-depth review of current needs and objectives, portfolio analysis and determination of long term needs such as retirement and estate planning services. Franks team is also a window into the extensive Residential and Commercial banking and lending capabilities of Bank of America. As a Portfolio Advisor, in addition to providing traditional advice and guidance, he can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch Wealth Management or approved third- party investment managers’ strategies, funds or portfolios.
Frank's family has an extensive legacy in the investment industry as his Grandfather and Great grandfather were both members of the NYSE, holding seats on the exchange until the 1950's.
Frank is an avid music lover and musician. He enjoys outdoor sports such as golfing, boating, fishing and skiing. He was born in and raised in Greenwich CT and has a family of 3 including an 25 year old daughter working in the Greenwich School System after graduating Marist College in 2020.
Frank is supported by Wealth Management Client Associate Kendall Steinberg. Together, our team has a genuine concern for the needs of our clients and together we are committed to the highest level of customer service.
If you would like to inquire about a complete analysis and portfolio review,
Please contact Frank @ 203-861-5967# or by Email at Frank_Rogers@ML.com
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.
