Frank McAleer is the senior vice president of Wealth Planning at Raymond James. He has 30 years of industry experience and leads Raymond James’ efforts to empower their financial advisors with thought leadership, advisory technology and practical guidance to address the evolving financial planning, retirement and longevity planning needs of their individual and business clients. Frank also currently serves on the Financial Advice Working Group of the CFP Board and the advisory council of the Money Management Institute/Financial Advisor Magazine “Next Chapter” initiative.
Prior to joining Raymond James, Frank was senior vice president and head of managed and income solutions with Janney Montgomery Scott in Philadelphia, where he led their sales and marketing of managed investment and retirement income offerings, which included the design and launch of their retirement planning software platform. Frank has previously held various leadership roles at Merrill Lynch and Fidelity Investments. He received his Bachelor of Science from Drexel University and holds the CFP® (Certified Financial Planner™) and CIMA® (Certified Investment Management AnalystSM) designations.
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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.