Achievements:
- Registered Representative, Osaic Wealth Inc., (formerly Lincoln Financial Advisors).
- Over 30 years of financial experience
- CERTIFIED FINANCIAL PLANNER™ practitioner certification
- M.B.A., University of Chicago
- B.S.E., Duke University
Frank specializes in comprehensive estate planning strategies, retirement and investment planning, as well as related insurance and investment strategies for high-asset individuals. He uses his knowledge, experience and sophisticated support systems to determine the appropriate financial strategies for successful business owners, key executives and affluent retirees. With over three decades of financial experience, Frank has held a variety of positions in personal practice as well as corporate management. Prior to joining Osaic Wealth Inc., (formerly Lincoln Financial Advisors), Frank was associated with both Merrill Lynch and Prudential Securities and was a Planning Manager with BP America. He has earned a CERTIFIED FINANCIAL PLANNER™ certification and has been featured in On Wall Street magazine. Frank is supported by a team of professionals dedicated to providing his clients with superior services, resources, products and technologies. Frank accesses National and Regional Financial Planning and Investment Directors and their staff to build comprehensive financial plans that are custom designed to help toward meeting the unique objectives of each client.