Frank Lorenzo has been in the financial services industry since 2001 and joined Merrill in 2008. His focus is on developing personalized strategies and advice for individuals, families and their businesses by understanding their short- and long-term financial objectives. After a review of assets, allocation, and risk assessment, Frank works with the client to produce a detailed wealth management strategy that addresses each financial goal. This includes retirement planning, education planning, insurance, long-term care, and estate planning services.
Frank has the Wealth Management Advisor title, holds the prestigious designation CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and is a graduate of Hofstra with a bachelor's degree in Business Administration. He strives to deliver the highest standard of wealth management services with extensive experience in the industry all while upholding principles of objectivity, professionalism and diligence.
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.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
