Frank and his team work with high-net-worth individuals and their families to help them achieve their most desired financial goals. As a Financial Advisor at The Grieco Group, Frank is dedicated to delivering a white-glove service to each and every one of his clients. He is passionate about building meaningful relationships with his clients. Frank strategically aligns his client's short and long term financial goals with access to Merrill Lynch Wealth Management and Bank of America's vast resources. His philosophy towards wealth management is centered around his client's core values and priorities. Frank walks each of his client's step-by-step through a customized financial plan that he creates for them and continues to review, adjust, and oversee the plan through the ups and downs of the market. He values the importance of making sure that his clients know exactly how their finances are being managed.
While earning his bachelor's degree in Finance at Hofstra University, Frank started his career at Merrill in 2018 as an intern. He now holds his SIE, Series 7, and Series 66 FINRA registrations as well as his New York State Life, Accident, & Health Insurance License.
Outside of Merrill, Frank continues to stay committed to helping others by volunteering his free time as a Captain of the Guardian Engine Company 2 in the Jericho Fire Department by responding to emergency calls and giving department trainings to other firefighters and EMT's. He also enjoys working on his cars, surfing, fishing, and spending time with his family.
The Grieco Group Website: https://fa.ml.com/new-york/great-neck/grieco-group/
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.