Frank joined Merrill in 1981. He provides advice and guidance for the investment side of wealth structuring issues, as well as strategies for concentrated stock positions, executive compensation, concentrated business-interest risk, trusts and other fiduciary structures. He works closely with clients' tax planners, trust attorneys, family offices, trustees, and accountants with his client’s permission.
Frank holds the Certified Portfolio Manager® designation through Columbia University and The Academy of Certified Portfolio Managers. He also holds the Certified Private Wealth Advisor® designation through the Investments & Wealth Institute™ at the University off Chicago Booth School. He completed his Bachelor’s Degrees in Political Science and Economics and participated in the Master’s Degree in Applied Economics program at the University of Central Florida. He is fluent in Italian, Spanish, Portuguese, and English and is conversational in a few more languages.
Merrill Sports & Entertainment Advisor
Named to Forbes "Best-in-State Wealth Advisors" list 2019-2023.
Published annually Jan-April. Rankings based on data as of June 30 of prior year.
Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
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.
Our Mission, first and foremost, is to deliver world class service, knowledge-based potential solutions, and the power of the organization to the sports and entertainment centric clientele.We accomplish this by harnessing the comprehensive approach that only a sophisticated institution such as Merrill, along with the banking solutions of Bank of America, can bring to the table.
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