Raymond James welcomes North Carolina advisor managing over $200 million in assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Bernie Franko, CRPC™, CEPA®, to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Todd Gartrell, Southeast division director for RJFS.
Franko arrives from Edward Jones where he previously managed over $200 million in client assets. Operating as Franko Wealth Management in Greensboro, North Carolina, he provides personalized financial planning and wealth management guidance to clients, including individuals, families and small businesses. He is joined by Client Service Managers Dwayne Guy and Jill Willard.
“Raymond James’ client-first culture, technology platform and independent model align with the way we serve clients best,” said Franko, founder of Franko Wealth Management. “The firm gives us the resources and flexibility to keep relationships at the center of our work, while continuing to build a practice around personalized planning and advice.”
Franko brings 28 years of financial services experience and most recently served clients at his previous firm for 12 years. He holds the Chartered Retirement Planning Counselor™ and Certified Exit Planning Advisor® designations.
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, is a financial services firm supporting independent financial advisors nationwide. Since 1974, RJFS provides a wide range of investment and wealth planning-related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both firms are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), one of the nation’s premier diversified financial services companies with financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.87 trillion as of April 30, 2026. Additional information is available at raymondjames.com.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Franko Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.
CRPC™ and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.