Frank is the founding member of the Parker Wealth Management Group of Wells Fargo Advisors. With more than two decades of financial services experience, Frank develops, fosters and guides our relationships with our ultra-high-net-worth clientele which includes executives, business owners, and entrepreneurs. He also acts in an Institutional Plan Fiduciary Consultant and consults for corporate retirement plans.

As a Senior Private Investment Management (PIM) Portfolio Manager*, Frank is responsible for managing portfolios and delivering investment planning solutions for all of the team’s clients. Developed over his more than two decades of financial services experience, Frank’s personal philosophy stresses integrity, loyalty, and total commitment to his clients and his team. Frank holds the CERTIFIED FINANCIAL PLANNER™ designation, awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Accredited Asset Management Specialist℠ designation from the College of Financial Planning. Additionally, Frank has been named a Premier Advisor every year since 2010. This distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

Originally from St. Louis, Missouri, Frank earned a Bachelor of Business Administration in Finance from the Gatton College of Business and Economics from the University of Kentucky. Throughout college he interned at Merrill Lynch and Fidelity Investments, which helped shape his investment philosophy and approach to wealth management.

Frank has been sought out to speak to various organizations about investment planning and recently he appeared as a guest speaker for both the National Association of Black Journalists and National Association Black Accounts. Frank continues to remain very active mentoring high school and college students and coaching them for national finance competitions. Recently his local Madeira High School team took third at the National Personal Finance Challenge in Omaha, Nebraska. Frank also sits on the Diversity, Equity, and Inclusion Advisory Board and the Finance Advisory Board for the University of Kentucky Gatton College of Business and Economics.

When not in the office, Frank and his wife, Mika, are avid tennis and paddle players at Kenwood Country Club. They enjoy traveling, listening to live music, and spending time at the beach. Frank and his family reside in Sycamore Township, Ohio, and split their time between Ohio and their home in Boca Raton, Florida. They have two sons, Colten (23) and Gavin (17).

_{*The PIM program is not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.}

Kevin Chapin is a Financial Advisor with the Parker Wealth Management Group of Wells Fargo Advisors. His primary focus is providing world-class service and strategic direction to the teams high-net-worth clientele. He does so by taking an integrated approach to managing their wealth by developing personal investment planning solutions tailored to their specific circumstances and aspirations. By evaluating each client’s entire portfolio, lifestyle, ambition, and resources, he is able to build out a customized roadmap to achieving their goals. Kevin enjoys getting to know each client personally and believes that truly helps him develop a feasible, comprehensive investment plan.

Kevin began interning for the Parker Wealth Management Group while attending college which confirmed his decision to follow his passion for a career in financial services. He graduated from the University of Kentucky and holds a Bachelors Degree in Economics from the College of Arts and Sciences. Upon graduation, he joined the Parker Wealth Management Group of Wells Fargo Advisors full time. Kevin also holds the CERTIFIED FINANCIAL PLANNER™ designation, which requires possessing expertise in a wide range of financial planning/wealth planning topics and adhering to strict ethical standards.

Outside of the office, Kevin has enjoys engaging in various community organizations. He was born and raised in a suburb of Cincinnati and currently lives in Mt. Adams. He is an active member of Sigma Alpha Epsilon Fraternity and the Cincinnati Athletic Club.

Kevin enjoys reading, golfing, travel and is an avid Bengals, Reds, and UK Basketball Fan. He has a passion for physical fitness and completed his first Ironman competition in May of 2022.

Carol is responsible for our team’s administrative, trading, and operational needs, and ensures our client experience runs smoothly and efficiently. She oversees the day-to-day administration of accounts, including opening new accounts, updating existing account information, managing account transfers, and answering statement questions. Carol has more than 20 years of experience in the investment industry and is on the front line proudly serving our clients with the highest level of expertise and knowledge.

Carol is involved in her church, where she serves in various hospitality roles. She also volunteers for many community projects. Carol is dedicated to mission work and plans at least one mission trip each year. When she is not volunteering, she enjoys spending time with her family, traveling with her husband, Dale, and scrapbooking with her sisters. She is a native of Kentucky, where she still resides.