Bernie Franko,

With more than 28 years of experience in the financial services industry, Bernie provides comprehensive financial planning and investment management strategies designed to help individuals, families and business owners pursue their long-term financial goals.

Our team believes successful wealth management begins with understanding the full picture – your goals, values, risk tolerance and evolving life circumstances. By building meaningful, long-term relationships, Bernie develops customized financial strategies tailored to your unique needs. Using a disciplined and established planning process, our team works with clients to bring organization to their financial lives, help them preserve what they have built, support the strategic management of their wealth, consider tax implications and thoughtfully position assets for efficient transfer to future generations or meaningful philanthropic causes.

Partnering with Raymond James, our team leverages the extensive resources of one of the largest independent full-service financial services firms in the nation. Raymond James provides our clients access to sophisticated research, comprehensive financial planning tools and specialized expertise in areas such as retirement income planning, tax planning strategies, estate planning and business succession planning. This depth of support enables our team to deliver tailored strategies while maintaining the personalized service and accessibility clients value.

Prior to joining Raymond James in 2026, Bernie spent 11 years with Edward Jones. He began his career in financial services in 1997.

Bernie graduated from University of North Carolina at Chapel Hill with a degree in business administration and holds the CRPC® and CEPA® certifications. He is active in the community as a board member for the Guilford County Walk to End Alzheimer’s and is currently the president of the Financial Service Advisors Council in the Triad.

Bernie and his wife, Edna, have a daughter, Avery. Edna is a registered dietitian and a certified diabetes care and education specialist, serving patients since 2003. Avery is in the Honors Program at Appalachian State University, majoring in nursing.