Focus
Frank’s mission is to help his clients attain their financial goals and prepare them for life’s transitions, challenges, and opportunities. He does this using his considerable experience and education in accounting and financial services.
Background & experience
Frank has over 37 years’ experience in the financial services industry. Before joining Wheat First Securities (a predecessor firm to Wells Fargo Advisors) in 1986, Frank worked at Shearson, Dean Witter & Bache & Co.
As a principal of Meridian Wealth Management Group, Frank is committed to using a planning process that employs clarity, confidence and organization to building trusting life-long relationships with retired individuals, business executives and business owners and foundations.
Licensure & education
Frank has earned the Chartered Retirement Planning CounselorSM certification by meeting professional standards and passing a comprehensive examination from the College for Financial Planning.
Series 5, 7, 8, 63, 65 Registered
Life and Health Insurance Licensed
B.A., Economics, Marietta College
Frank has been recognized as a Premier Advisor each year 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022. The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of risk and compliance training, business production based on the past year and professionalism. Net asset flow (NAF) may also be used to determine recipients.
Away from the office
Frank enjoys traveling with his wife, Kathleen, to favorite spots in Nantucket and Arizona and spending time on the links with his son, Chris. Frank enjoys golf and tennis. Frank also enjoys donating his time to local civic organizations. He has been involved with the Mercer Museum and The Foundation Board of Lower Bucks Hospital.