With more than 30 years of financial services experience, Frank currently serves as Vice President in the Ft. Lauderdale branch of Morgan Stanley. His mission is to help clients grow and protect their wealth. Frank focuses on tax efficient asset management for retirement and estate planning strategies tailored specifically for high net worth clients. He believes that success is just the beginning for those with substantial assets. For them, the choices are greater, the decisions have more impact, and insight and planning are more critical than just product offerings. Prior to joining the firm, Frank graduated from Harvard University with a M.B.A. degree and Oklahoma University with a B.B.A. degree in Accounting. Frank lived in Boston while attending Harvard, lived in Washington DC while serving in the Army, and returned to Oklahoma where he grew up. Afterwards, he earned his CPA designation and became the CFO of a large closely owned group of financial companies in banking, real estate, and insurance, where he also served as president of an affiliated NYSE listed real estate company. Frank became acquainted with south Florida due to extensive business travel and moved here in 1990. He holds several professional designations including CERTIFIED FINANCIAL PLANNER * , Certified Public Accountant, and his series 7,63,65, and Life, Health, and Variable Annuity insurance licenses. Outside the office, Frank is active in the community. He is a Director and Past President of the Harvard Business School Club of South Florida, Director and Past President of the Harvard Club of Broward County, Director and Past President of the Broward Chapter of Certified Public Accountants, Member of the Estate Planning Council of Broward County, Member of the American Institute of Certified Public Accountants, Member of the Florida Institute of Certified Public Accountants, and formerly an Adjunct Faculty Member of Nova Southeastern University. 