Frank Bailey is a Lead Financial Advisor at McAdams Group, LLC., a full service financial advisory firm in Memphis, TN.
Education / Credentials:
- BBA, University of Memphis
- FINRA Series 7 and FINRA Series 66
- Life and Health License (life insurance agent)
Expertise:
Financial planning, Risk assessment, Investment management, Income Investing, Estate planning, Tax planning, IRA-Required Minimum Distribution planning, and Social Security optimization. I believe the cornerstone of a successful client/advisor relationship is the mutual trust and respect that develops over time. I’m deeply committed to helping my clients realize their financial goals.
Passions:
I love Memphis Tiger sports, golf, entertaining family and friends, and spending time with my wife, Brook, and two daughters, Molly Grace and Sara.
Favorite Part of the Job:
Educating 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.