Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Frank Rogers is a Vice President, Senior Financial Advisor and Portfolio Advisor with Merrill Lynch Wealth Managment in Greenwich Connecticut.
Frank started as a Financial Advisor in 1994 With Dean Witter Reynolds.He has built his business based on bringing appropriate strategies to clients through a personal and consultative approach that includes an in-depth review of current needs and objectives, portfolio analysis and determination of long term needs such as retierment and estate planning. Franks team is also a window into the extensive Residential and Commercial banking and lending capabilities of our parent company Bank of America.
Frank's family has an extensive legacy in the investment industry as his Grandfather and Great grandfather were both members of the NYSE, holding seats on the exchange until the 1950's.
Frank is an avid music lover and musician. He enjoys outdoor sports such as golfing,boating,fishing and skiing. He was born in and lives in Greenwich CT and has a family of 3 including an 20 Year old daughter who attends Marist College.
Frank is Supported by Client Associate Mitchell Lemmo. Our team has a genuine concern for the needs of our clients and together we are commited to the highest level of customer service.
If you would like to inquire about a complete analysis and portfolio review,
Please contact Frank @ 203-861-5967 or by Email at Frank_Rogers@ML.com
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Greenwich High School
Personalized advice, disciplined investing and ongoing review can make this a reality.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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Your advisor is a click away within our site or mobile apps
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.