Frank is the founding member of the Quintus Wealth Management Group of Wells Fargo Advisors. With more than a quarter of a century of financial services experience, Frank develops, fosters, and guides our relationships with our ultra-high-net-worth clientele, which includes executives, business owners, and entrepreneurs. Frank also specializes in working with multigenerational clients and providing services that encompass all aspects of family wealth management. Frank’s personal philosophy stresses integrity, loyalty, and total commitment to his clients and his team. Frank is a multi-year Premier Advisor, a distinction held by a select group of Financial Advisors within the firm. It is measured by business production, completion of educational components and demonstrated ability to deliver exceptional service to their clients. Frank has been recognized as a 2023 Forbes Best-In-State Wealth Advisor and his team has also been recognized as a 2024 Forbes Best-in-State Wealth Management Team*.
Originally from St. Louis, Missouri, Frank earned a bachelor’s degree in Finance from the Gatton College of Business and Economics from the University of Kentucky. Throughout college he interned at Merrill Lynch and Fidelity Investments, which helped shape his investment philosophy and approach to wealth management. When not in the office, Frank and his wife, Mika, are avid tennis players. They enjoy spending time at the beach and listening to live music. Frank and Mika split their time between Boca Raton, FL and Cincinnati, Ohio, and have two sons, Colten and Gavin.
Investment and Insurance Products are:
* Not Insured by the FDIC or Any Federal Government Agency
* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
* Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
• 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
• 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com).The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
•“The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.”
