Frank focuses on creating comprehensive financial plans for his clients designed to clarify and pursue their goals, and guide them toward financial independence. His empathy and compassion, and 30-plus years of financial industry experience, help him build comfortable and trusting relationships with his clients.
As a Certified Financial Planner™ professional, Frank has attained the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. He adheres to the CFP Board’s code of ethics for integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence.
Previously, Frank was a Senior Vice President at Raymond James. Prior to that he was a Vice President of Investments at Legg Mason, and a Vice President and Commercial Lending Manager at SunTrust Banks, where he began his career in the management training program in 1987. He earned a bachelor’s degree in finance from the University of Miami, and an MBA in international finance from the Thunderbird School of Global Management.
Frank is originally from Miami and now lives in Tequesta, Florida, with his wife, Michelle, and children, Courtney and Christian. In his free time, he enjoys fishing, hunting, biking, jogging and spending time with his family. He is a member of the finance committee of St. Jude Catholic Church, and a past president of the Palm Beach chapter of Legatus.
Keith provides wealth management to high-net-worth individuals and institutions through a process that incorporates proprietary tactical asset allocation techniques designed to achieve diversification and manage risk. His holistic process takes into consideration each client’s complete financial picture to help them accomplish their goals.
He puts the needs of his clients first when pursuing their long-term goals and objectives. Keith has more than 30 years of industry experience and a deep investment skillset with an emphasis on tactical asset allocation and global investing.
As a Chartered Market Technician®, Keith applies a disciplined, systematic approach to market behavior and the law of supply and demand. He earned an MBA in finance from the Stern School of Business at New York University.
Keith is originally from Waterbury, Connecticut, and now lives in Jupiter, Florida. In his free time, Keith enjoys golf, tennis and spending time with his wife, Janine, and their children, Drew, Jamie and Dana. He is a member of the Palm Beach County Estate Planning Council, a volunteer with Habitat for Humanity, and a past board member of the Kiwanis Club of Jupiter-Tequesta
Alex is the third generation of his family to work as a financial advisor. He takes pride in his ability to carefully listen to each client’s aspirations, needs, and concerns in order to help launch a plan for pursing their retirement goals.
Alex holds his Series 7, 63, and 66 licenses, and is working toward earning the professional designation of CERTIFIED FINANCIAL PLANNER™ practitioner.
Previously, Alex was an investment solutions representative at Fidelity Investments in Jacksonville, Florida. He earned his bachelor’s degrees in finance and financial services from the University of North Florida.
He is on the council of the Young Professionals and a member of The Palm Beach Chamber of Commerce, where he is a graduate of the 2019 Prosperity Leadership Group.
Alex is originally from Melbourne, Florida, and currently lives in Jupiter Florida. In his free time, he enjoys the outdoors, spending time camping, fishing, and hiking, often with his dog Priya. At least once a year he will travel to Georgia to hike Tallulah Falls. Alex also enjoys playing golf and is a big fan of the Jacksonville Jaguars.
Carolyn wants our clients to understand their investment and retirement plans, and to count on our team as a trustworthy source of information so they can feel more confident about their financial lives.
Carolyn has been with the team since 1998 and is an invaluable member to our practice. She is highly adept at offering solutions to unique situations. In addition to meeting the daily needs of our clients and team, Carolyn acts as a liaison to assist our clients with insurance, lending and estate planning needs. She also assists with the maintenance and trading of our proprietary tactical asset allocation techniques. Carolyn holds the Series 7 and 66 securities licenses.
Carolyn began her career at Legg Mason Wood Walker, Inc. as a receptionist where she moved into roles as cashier, wire operator and then registered sales assistant. She earned a bachelor’s degree in business administration from Barry University.
Carolyn is originally from Atlantic Highlands, New Jersey, but has been a Florida resident since the age of 4. Today she lives in Palm City, Florida with her husband, Chad, and sons, Mathew and John. Carolyn enjoys spending time with her family, cooking new recipes and traveling. As a former Martin County Pioneer Lacrosse Team Mom and active Martin County High School Football Booster she also loves Friday night football games and early Saturdays on the lacrosse field.
Darcy is involved in researching and resolving all support issues to make the client experience easy and effortless. Friendly and reliable, she enjoys instilling trust in our clients and developing long-term relationships with them.
Before joining our team in February 2021, Darcy worked as a client associate at UBS Financial Services in Palm Beach Gardens for 9 years. She started her career in the Financial Industry with Merrill Lynch, where she worked for 12 years. Darcy received her AA degree from Palm Beach State College and holds her Insurance license in the state of Florida.
Darcy is a local in the Jupiter area and is a proud mother of daughter Alexis. She currently resides in Hobe Sound and spends her free time riding horses and spoiling her beloved Brittney Spaniel, Diesel.