Frank came to SEM with several years of experience in the financial services industry. Alongside his current position at SEM with Suncoast Prosperity Advisors, he has held notable roles at the Vanguard Group and Bank of America-Merrill Lynch, primarily focusing on their Global Wealth Management division. Frank currently holds several security licenses including Series 7, 63, and 66 licenses.

Before joining SEM, Frank served as a Consultant in the UHNW (Ultra High Net Worth) sector at Vanguard, where he was influential and active in various product and service consulting areas. His dedication to personalized financial planning is evident in his approach and attention to details while assisting clients see their goals and desires become reality through proper planning.

Frank holds a Bachelor’s Degree in Finance from the University of Georgia and a Master’s in Business Administration from Wake Forest University. His next professional achievement will be the attainment of the Certified Financial Planner (CFP) designation, indicative of his ongoing dedication to professional development. He is an active member of The Copperheads, which supports the Valspar Championship on the PGA Tour. Additionally, Frank is involved with the alumni associations of both the University of Georgia and Wake Forest. Outside of his professional pursuits, Frank finds joy in traveling, playing golf, and exploring new culinary experiences at restaurants.