Background and experience

Frank has been in the financial services industry for his entire career. He became a financial advisor because he wanted to take his personal and professional experience to help individuals and families navigate financial decisions through financial education and investment planning. His approach is methodical and tactical, first compiling as much information about a client to get the full scope of their needs. He then develops strategies and offers solutions based on a client's needs and circumstances. He’s passionate about developing deep and long-lasting relationships with clients and helping ensure their financial success transitions to their personal happiness.
 
Starting his career on a bond trading floor at a Wall Street firm, he gained extensive market knowledge in fixed income securities. With his background rooted in client relationships and asset management, his transition to the financial advisory field was a natural fit. He has experienced various market conditions throughout his 18-year career and has honed his investment acumen servicing large insurance companies, money managers, hedge funds, pension funds, and banks.

Frank worked at Wells Fargo Securities before moving over to Wells Fargo Advisors. His skill set and experience gained in these roles have given him a view and perspective on financial markets. He takes a comprehensive approach to planning and examines every element of a client’s financial life.

Away from the office

Frank has an affinity for outdoors, camping, hiking, skiing, and cooking. Prior to graduating with his Finance degree from Manhattan College he worked as a chef in several restaurants. In 2021 he was married to Megan, a native of Winston-Salem, NC. They reside in the SouthPark area of Charlotte with their son Riggins.

Eddie is a Private Wealth Financial Consultant for Wells Fargo Advisors. Attention to detail   and analytical thinking are Eddie’s hallmarks. On most days, you’ll find him constructing investment plans and implementing strategies designed to support your comprehensive long-term plan. Eddie holds the Chartered Retirement Planning Counselor™ (CRPC®) designation and most recently, he received the Chartered SRI Counselor™ (CSRIC®) designation. In his previous roles with Wells Fargo Advisors, Eddie served clients as an Investment Resource Consultant and a Trader. This experience serves him today as he coordinates services across departments and areas of specialization within our firm.

Eddie is a Charlotte native and currently lives in South Park with his wife, Abby. Eddie graduated from the University of North Carolina at Chapel Hill, where he earned a degree in Political Science with a double minor in History and Aerospace Studies. An avid fan of UNC basketball and Arsenal Football Club, Eddie enjoys staying active in his free time. When he’s not watching either of his teams play, you can probably find Eddie riding his mountain bike at the US National Whitewater Center, spending time with his dog, Gimli, or trying new restaurants with Abby, an avid foodie.

 

CA Insurance Producer License: 0M09811 | Resident State: NC.

Judy, a Senior Registered Client Associate, can assist you with your everyday needs so that your experience is as seamless as possible. She prioritizes efficiency and enjoys a productive day’s work. If you need online or operational assistance, help moving money, or if you’d like to open a new account, please feel free to reach out to her.

With four decades of financial services experience under her belt, Judy has a wealth of knowledge to draw from. Originally from New York, she began her career at one of the nation’s largest firms and worked her way up, honing her skills in various roles. She was again recognized in 2026 as a Platinum Excellence Client Associate through the Wells Fargo Advisors Platinum Recognition Program. Holding her Series 6, 63, 65, and 7 securities registrations, Judy is well-equipped to help you get the answer you need!

Outside of the office, Judy enjoys an active lifestyle and prioritizing time with family and friends. She loves cooking and baking sourdough for her community. She practices yoga, pickleball and walking her poodle with her husband, Richie, in the trails near their home. They have two sons, Kyle and Taylor, and one granddaughter, Colette. Judy also loves to travel, read, and listen to good mystery podcasts.

As a Senior Registered Client Associate, Jay plays a critical role in delivering seamless client experience by overseeing daily account operations, coordinating across internal teams, and helping to ensure accuracy, timeliness, and clear communication at every stage of the client relationship. He is deeply involved in the execution and follow-through that supports long-term planning and investment strategy.

Jay’s professional approach is shaped by his service in the U.S. Navy, where he served as an Operations Specialist in the tactical nerve center aboard the USS John C. Stennis, a Nimitz-class nuclear-powered aircraft carrier. In that role, precision, accountability, and disciplined communication were essential. During his deployment in support of Operation Enduring Freedom, Jay was awarded the Navy and Marine Corps Achievement Medal for exemplary performance.

He holds a Bachelor of Science in Business Administration from California Coast University and brings a detail-oriented, client-first mindset to every interaction. Jay values honesty, responsiveness, and clear communication, and believes these principles are foundational to building lasting client trust.

Jay lives in Charlotte, North Carolina with his family. He enjoys exploring the outdoors and embarking on new adventures.

CA Insurance License Number: 0H05264. Resident State NC.