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. As a 2014 Premier 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 Rosemont, Pennsylvania with his wife Kathy, and their two daughters, Danielle and Alison.
CA Insurance License #0G18771. Resident State PA

Derek joined the Frank Financial Consulting Group of Wells Fargo Advisors as a Financial Consultant in June 2011. Now a First 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 2019 Best-in-State Next Gen-Wealth Advisors ranking.*

Derek has earned the certification of CERTIFIED FINANCIAL PLANNER™ professional (CFP®) as authorized by the Certified Financial Planner Board of Standards (CFP Board). The CFP® certification identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and who have passed the 10-hour CFP®  Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits and estate planning.  CFP®  certificants also agree to meet ongoing continuing education requirements and to uphold the CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

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 Newton, MA with their three children.

* The Forbes Best-In-State Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
CA Insurance License #0H53372. Resident State MA

Steven joined Wells Fargo Advisors in January 2009 after twenty- three years as an executive of a manufacturing company with revenues exceeding two hundred million dollars to pursue his passion of managing investments and helping others meet their retirement goals. He became a member of the Frank Financial Consulting Group of Wells Fargo Advisors in September 2016.

Steven graduated from the University of Hartford in 1984 with a Bachelor of Science degree in Economics, Finance and Management.  Steven and his family live in Lower Merion, Pennsylvania where he enjoys biking, running and playing golf.

Jack comes to Wells Fargo Advisors after starting his career as a Mutual Fund Analyst. Jack joined the Frank Financial Consulting Group of Wells Fargo Advisors in June 2018. He graduated with a Bachelor of Science degree in Economics from Franklin and Marshall College where he also played football. Jack currently lives in Springfield, PA where he is a volunteer high school football coach.

Pamela joined the Frank Financial Consulting Group of Wells Fargo Advisors in 2012 after working in a similar role at Morgan Stanley Smith Barney. With over ten years of experience in the securities industry, Pamela is committed to providing clients with the personal attention they deserve. She is responsible for assisting with administrative, operational, and service-oriented requests. Pamela graduated from Tulane University with a Bachelor of Arts degree in Economics. She lives in Lower Gwynedd, Pennsylvania with her husband Rick and their two children, Blake and Samantha.

Stephanie joined the Frank Financial Consulting Group of Wells Fargo Advisors in 2017. She has over 26 years of experience in the securities industry and has been with Wells Fargo Advisors for 19 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.