“We deliver high-touch, memorable service by focusing not on what our clients have, but on who they are and what they hope to achieve.”
Frank joined Lexington Wealth Management in January 2012 as Senior Relationship Manager. He uses his 16 years of experience to help clients achieve their life goals by asking the right questions, listening carefully, and always putting their needs first. Prior to joining the practice, he spent ten years at Wells Fargo Family Wealth and its predecessor firms (Calibre Advisory Services and Tanager Financial Services), managing relationships with ultra high net worth clients and helping multi-generational families preserve, grow, leverage, share, and enjoy their wealth. He is a member of Lexington Wealth Management’s investment committee and, along with his partner, Mark Carley, co-directs its Family Office Services.
Frank earned his Master of Science degree, with distinction, in Personal Financial Planning from the Elkin B. McCallum Graduate School of Business at Bentley University, and his Bachelor of Science (cum laude) in Human Performance and Fitness from the University of Massachusetts at Boston.
Previously, Frank was the Program Coordinator for Project Joy (now the “Life is good Playmakers”), a play therapy program for Boston-area children coping with the trauma of poverty and homelessness. He was also a boys’ basketball coach at Belmont High School and Woburn High School, where his teams won numerous league titles and the 1992-93 state championship.
Frank is a vegetarian, and his charitable interests include the arts, the environment, social equality, at-risk youth, and animal welfare. In his spare time, he enjoys sports, games, reading, music, independent films, traveling, spending time at the beach or in the mountains, bargain hunting, and living simply and frugally.