Our Team

As a Managing Director-Investment Officer, Stephen Frank has built a loyal client base by providing sound financial advice and excellent client service. He strives to build long-lasting relationships based on trust.

Stephen formed The Frank Financial Consulting Group of Wells Fargo Advisors to facilitate his efforts to maintain the high level of service he has always provided to his clients. With his experienced staff of professionals, Stephen will take the time to understand your individual goals and risk tolerance, and help you design a portfolio that is tailored to meet your financial needs.

Stephen earned a bachelor’s degree in finance from the University of Florida before beginning his financial-services career in 1985 with Thomson McKinnon Securities. He later became a First Vice President at Prudential Securities. In 1997, he moved his practice to a predecessor firm of Wells Fargo Advisors. Stephen has been recognized by Forbes in its 2022-2024 Best-in-State Wealth Advisors ranking.*As a 2024 Platinum Council Advisor, Stephen received the distinction held by a select group of Financial Advisors within Wells Fargo Advisors which is measured by completion of educational components, business production and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

Stephen belongs to a number of civic and community organizations. He lives in Radnor, Pennsylvania with his wife Kathy, and their two daughters, Danielle and Alison.

CA Insurance License #0G18771. Resident State PA

* 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 – 6/30/23 (Source Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 – 6/30/22 (Source Forbes.com). 2022 Forbes Best-in-State Wealth Advisors; Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 – 6/30/21 (Source: Forbes.com). The Forbes Best-In-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC.  Investment performance is not a criterion.  Self-completed survey was used for rating.  This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.  The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism. 

Derek Brooks, Senior Financial Advisor, joined The Frank Financial Consulting Group of Wells Fargo Advisors in June 2011. As a Senior Vice President - Investment Officer, Derek designs financial projections for individuals approaching retirement and implements income strategies for those already retired. He provides the highest level of quality service by assessing financial goals, managing investment portfolios, and offering ongoing investment advice. Derek has been recognized by Forbes in its 2024 Best-in-State Next Gen-Wealth Advisors ranking.*

Derek has earned the certification of CERTIFIED FINANCIAL PLANNER™ professional as authorized by the Certified Financial Planner Board of Standards (CFP Board).

Derek graduated with a Bachelor of Arts degree in Sociology from Princeton University in 2008 where he also played football. He is active in the community through his participation in Wells Fargo sponsored community service initiatives. He and his wife Alison live in Weston, MA with their three children.

2024 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com).The Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

CA Insurance License #0H53372. Resident State MA

Financial Advisor Jack Forio, Associate Vice President – Investment Officer, joined The Frank Financial Consulting Group of Wells Fargo Advisors in June 2018 after starting his career at SEI Investments. Jack holds Series 7, 63, 65 and insurance license. He graduated with a Bachelor of Science degree in Economics from Franklin and Marshall College where he also played football.

Jack has earned the certification of CERTIFIED FINANCIAL PLANNER™ professional as authorized by the Certified Financial Planner Board of Standards (CFP Board).

A graduate of The Episcopal Academy, Jack grew up in Springfield, PA and currently lives in Conshohocken. He is an active member of both his Episcopal and Franklin and Marshall communities, serving on the Alumni committee at both schools. He enjoys golfing and spending time at the beach with family.

Tommy joined The Frank Financial Consulting Group of Wells Fargo Advisors in July of 2023. He graduated from Franklin and Marshall College in May of 2023 with a Bachelor of Arts in Business, Organizations, and Society with a minor in Economics. At school, Tommy played on the F&M baseball team where he was team captain his senior year and a four-year member of the team’s leadership council. Tommy recently passed his SIE, Series 7, Series 66, and his PA Life and Health Insurance exam.

A graduate of Montgomery High School, Tommy grew up in Skillman, NJ and currently lives in Conshohocken, PA. Tommy is an active member in the Franklin and Marshall athletic and alumni networks. Outside of work, he enjoys fishing, pickleball, and golfing.

Monique joined our team in February 2022 as a Client Associate with over 20 years of experience in the financial service industry. Monique is a native of South Bend, Indiana and holds a General Studies degree with minors in Sociology and Philosophy from Indiana University of South Bend. Monique served six years in in the U. S. Army, where she embodied dedication, hard work and commitment, through customer service support. Away from work, Monique enjoys traveling, reading and riding horses.

Stephanie joined The Frank Financial Consulting Group of Wells Fargo Advisors in 2017. She has over 28 years of experience in the securities industry and has been with Wells Fargo Advisors for 25 years. Stephanie is responsible for assisting with administrative, operational, and service oriented requests. Stephanie is committed to providing excellent service in all customer interactions and helps resolve any concerns. She demonstrates a genuine interest in our clients and understands what is important to them.