Frank joined Merrill in 2020. Frank has spent much of the past 30 years leading Family Offices. Serving affluent families requires a very broad skill set and results orientation to manage their wide range of complex opportunities and issues. Frank's experience with family offices included managing investments, real estate development projects and being responsible for acquisitions and sales of operating companies and real estate holdings. Frank brings that unique perspective and experience to provide concierge level services to his clients.
As a loyal client for over 30 years, Frank is a strong believer in the wide range of products Merrill and Bank of America banking services offer to help families achieve their goals and objectives. Frank utilizes Merrill's goals-based approach to wealth management planning working with clients to identify opportunities and solve complex needs.
Frank is a CERTIFIED FINANCIAL PLANNER® professional, and his wealth planning abilities help him to thoroughly understand the many complexities and opportunities that our clients face. Frank is also a Certified Public Accountant (*He does not provide legal or tax advice in his role at Merrill).
Frank graduated from the Kelley School of Business at Indiana University with a Bachelor of Science in Accounting and a Masters of Business Administration in Finance. In his free time, Frank is an avid tennis player and golfer.
As your Merrill advisor, I offer advice and guidance based on your goals and priorities -- for yourself and your family. Our approach to financial planning places you -- not the market -- at the center of our focus. I can help you understand the pros and cons of every potential decision, and help you maintain discipline so you can pursue your most important goals. As your needs or market conditions change, I will continue to collaborate with you and help you organize your financial life so that we can agree upon adjustments to your plan, as needed.
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.
