Frank is an Investment Advisor Representative with McAdams Group. He believes the cornerstone of a successful client/advisor relationship is the mutual trust and respect that develops over time, and he is deeply committed to helping his clients realize their financial goals.
Frank is dedicated to serving and educating clients close to retirement or currently retired. He specializes in assisting clients in investing for income, estate planning, asset protection, IRA-Required Minimum Distribution planning, and Social Security optimization. In addition, his process allows him to educate clients on how to avoid financial mistakes that can negatively impact their retirement plans, such as inefficient asset allocation, poor tax planning, and a lack of emergency healthcare planning.
Frank is a graduate of the University of Memphis and a lifelong Memphian who believes in giving back to the community. He is heavily involved in Carnival Memphis and the Economic Club of Memphis. Frank has been in the financial services industry since 2017 and was with LPL Financial before joining McAdams Group. He resides in East Memphis with his wife, Brook, and two daughters, Molly Grace and Sara. He enjoys Memphis Tiger sports, golf, and entertaining family and friends in his spare time.