Frank and his team work closely with high-net-worth individuals and their families to help them achieve their most meaningful financial goals. As a Financial Advisor at The Grieco Group, Frank is committed to delivering a white-glove experience to every client. He is passionate about building lasting relationships and takes a personalized approach to wealth management.
Leveraging his Chartered Financial Consultant® designation, Frank strategically aligns clients’ short- and long-term objectives with access to Merrill Lynch Wealth Management and Bank of America’s extensive resources. His philosophy centers on understanding each client’s core values and priorities. Frank guides clients step-by-step through customized financial plans, continuously reviewing and adjusting strategies to navigate market fluctuations.
Frank earned his bachelor’s degree in Finance from Hofstra University and began his career at Merrill in 2018 as an intern. He advanced to Client Associate in 2020 and transitioned to his current role as Financial Advisor in 2022. He holds the SIE, Series 7, and Series 66 FINRA registrations, as well as a New York State Life, Accident & Health Insurance License.
Outside of Merrill, Frank serves his community as a Captain of the Guardian Engine Company 2 in the Jericho Fire Department, responding to emergency calls and training fellow firefighters and EMTs. In his free time, he enjoys working on cars, surfing, fishing, and spending time with his family.
The Grieco Group Website: https://fa.ml.com/new-york/great-neck/grieco-group/
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.
