Daniel Frank

Background

About Daniel Frank

As the youngest child of eight, a husband, and the father of six, I understand the challenges of planning for retirement, saving for college, leaving a legacy, or just trying to protect the financial future of the ones you care about most. With more than 30 years of experience in the investment industry, I know how important it is to understand the level of risk you're comfortable accepting when investing and balancing that with the actions necessary to reach your long-term goals. Our team is dedicated to understanding you and your family so that we can help you organize, build, protect and eventually transition the wealth you work so hard to acquire. Having worked with several of the largest asset managers in the world, I bring a unique perspective when it comes to developing specific strategies to help you achieve your investment objectives. In 2012, I earned the Certified Investment Management Analyst designation, CIMA, to better understand and monitor clients' portfolios, and help determine if any adjustments need to be made. I am committed to staying proficient as our industry evolves. When it comes to client service, Megan Bigbee, our senior branch office administrator is among the best. Dedicated to excellence, Megan is always available to answer questions concerning your statement, or your accounts in general. Together, we're dedicated to providing world class client service. And we're not alone - thousands of people and cutting edge technology support our office to ensure your guidance remains current and relevant. We also welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can map out a tailored strategy to help you achieve your financial goals.