Frank joined Jacobi Wealth Advisors in 2017, and has almost 20 years of experience in the financial services industry. He is a member of the firm’s Executive Committee, and works as a Wealth Advisor in our Philadelphia Region, where he delivers customized planning and wealth management solutions to executives, business owners, professionals and families.
Previously, Frank was a Senior Vice President for a comprehensive financial services firm, where he worked for 13 years providing wealth management solutions to families and businesses. In 2015 and 2016 Frank was selected for the “5 Star Wealth Manager Award,” thereby designating him among select wealth managers in the Philadelphia region. Frank also holds a CLTC designation for Long-Term Care.
Frank graduated from the University of Pittsburgh where he received a Bachelor of Arts Degree in Business & Communications and currently resides in Phoenixville, PA with his wife Karen and their two daughters.
Five Star award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.