As a financial advisor with more than 20 years of experience, Frank finds great satisfaction in helping clients reach their financial goals. He works closely with individuals and families to build and preserve wealth.
Frank works to understand the unique needs of each client in order to clarify specific goals. He helps clients understand the various options available to them and customizes a financial plan based upon their needs and objectives.
While his expertise is investment management, he takes a comprehensive approach to financial planning and wealth management. This includes retirement planning, tax management and estate planning. Frank works closely with his clients' CPAs and estate planning attorneys to manage the financial planning process and mitigate the effects of taxation.
Frank has earned the professional certification of CERTIFIED FINANCIAL PLANNER™ practitioner. By being certified by the CFP Board, he has taken the extra step to demonstrate his professionalism by voluntarily submitting to the rigorous CFP® certification process that includes highly demanding education, examination, experience and ethical requirements.
Frank earned a bachelor's degree from Samford University. He began his career as an account executive with AmSouth Financial Corporation and later became a foreign exchange trader with AmSouth's International Department. He became a financial advisor in 1992 with AmSouth Investment Services, which merged with Morgan Keegan in 2007 and was acquired by Raymond James in 2012.
Frank lives in Homewood, Alabama, and in his free time enjoys playing golf, mountain biking and fly-fishing.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.