“We strive to deliver great 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 co-director of family wealth & estate planning and a member of our investment committee, Frank helps clients achieve their life goals by asking the right questions, listening carefully and putting their needs first. Prior to joining the firm, 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.
Frank earned his master's degree, with distinction, in personal financial planning from the Elkin B. McCallum Graduate School of Business at Bentley University, and his bachelor's degree (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, and 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.