Frank serves as an Investment Portfolio Associate for the Personalized Investment Strategies Group of Raymond James. He brings extensive experience in trading, portfolio management and client account services.

He has held positions at Stifel, BNY Mellon, and UBS, where he built a solid reputation that enables him to anticipate client needs, navigate complex situations, and contribute to a seamless client experience.

Frank attended John Carroll University and holds FINRA Series 7, 6, and 63 licenses, along with Life and Health Insurance credentials, and is a New York State Notary Public.

Frank enjoys spending time at the beach with his wife and playing golf with his two sons.