Branch Manager, RJFS
Financial Advisor, RJFS
Frank’s full-service wealth management experience includes investment management, retirement, estate and education planning, risk management and tax planning. Frank has worked as a financial advisor since the year 2000 and has a wealth of experience in assisting individuals, small business owners and families in planning their financial future. He is an Enrolled Agent who is a federally authorized tax practitioner empowered by the U.S. Department of Treasury to represent taxpayers before the IRS. Frank is a Certified Financial Planner® professional. He has earned a Certificate in Financial Planning from the University of Delaware and a Master of Science degree in Taxation and Financial Planning magna cum laude from Widener University. Frank holds his Series 24, 7, 6, 63 and 65 securities licenses as well as his life and health insurance license. Frank enjoys family time with his wife Eilleen and their four children – Lauren, Andrew, Ryan and Tyler.
Phone Ext: 503
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James does not provide tax or accounting services.
