As a Senior Financial Advisor and Portfolio Manager, Frank works with successful business owners and retirees to help them organize their finances, prioritize their goals and assist with a personalized financial approach that is right for their needs and investment experience. Whether your goals include enhanced cash flow for lifestyle maintenance or growth for your nest egg, Frank has the breadth of experience to help you pursue them in a variety of market conditions.
Clients in search of new investment ideas can schedule time to meet with Frank to discuss their needs. It’s been Frank’s experience that many of the people he meets for the first time have investment experience but lack an overall strategic plan for what they are trying to accomplish. Following a streamlined and efficient process, Frank and his team can assess where you stand today and can assist you in building a risk-appropriate financial approach for where you want to go.
Frank believes that sophistication in the investment world doesn’t mean taking outsize risk. He is passionate about the specialized strategies he can offer, sharing his 30 plus years of market experience with clients. Frank believes his experience with generating idea flow, instilling buy and sell discipline, as well as asset allocation and diversification strategies, distinguishes himself from other advisors in several key areas:
- For clients looking to pursue income, Frank can offer several approaches depending on the client’s risk profile and time horizon. Your needs and market conditions can help determine if passive or tactical strategies are recommended
- For clients with a focus on wealth accumulation, Frank can offer a diversified suite of Merrill approved money managers who go through a rigorous due diligence process to be active on our platform. Their performance is monitored by Frank according to your needs and objectives.
- Using sound fundamental and technical analysis, Frank can assist clients who implement various option strategies in their portfolios.
Frank joined the Merrill in 2005 when the firm acquired Advest Group from AXA Financial. Born and raised in Brooklyn, NY, Frank and his family have lived in Boca Raton since 1997. He enjoys golf and spending time with his family, friends and clients.
*A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. *Options involve risk and are not suitable for all investors. Before engaging in the purchase or sale of options, investors should understand the nature of and extent of their rights and obligations and be aware of the risks involved in investing with options. Prior to buying or selling an option, clients must receive the options disclosure document Characteristics and Risks of Standardized Options. This document is available by contacting your Merrill Financial Advisor.
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.
We take the time to build a complete picture of your financial life. We look at traditional measures, such as assets, income, any pensions, as well as expenses, and can expand that to include social security income, insurance policies, real estate, business ownership and any other sources of wealth, such as trusts. We may have several conversations where we can discuss your goals, how you like to spend your time and the people in your life you want to help. Entrusting us with these details can be a big ask, however, we've built client friendly procedures and practice norms designed to make that discovery process efficient for you.
We offer a Merrill Personal Wealth Analysis for each client and are committed to updating it each year. This easy-to-read, personalized plan is data drive, considers your needs and goals and acts as a road map of where you are now financially and where you want to get to someday. We believe the groundwork we do together early on in the wealth management process is educational, helping you learn about your own tolerance for market volatility and expectations for overall returns.
Integral to our approach is the tracking and rebalancing of your investment portfolio according to your needs. Clients accustomed to managing investments on their own may not have the time or expertise to do the amount of research and due diligence we strive to offer. Recent events and market volatility demonstrate just how valuable this can be for your future.
CRPC™, CSRIC®
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.
