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 where he assists the team with developing investment planning solutions for their High Net Worth clientele. Originally from Cincinnati, Kevin began his career interning for the Parker Wealth Management Group for two years. He later graduated with an Economics Degree from the College of Arts and Sciences at the University of Kentucky in June of 2019, then joined the Parker Wealth Management Group of Wells Fargo Advisors full time. Kevin holds the CERTIFIED FINANCIAL PLANNER™ designation.

Outside of the office Kevin has enjoyed re-entering the community as a financial professional and engaging in various community organizations. He is an active member of Sigma Alpha Epsilon Fraternity and the Cincinnati Athletic Club.

Kevin enjoys reading, golfing, has a passion for physical fitness, and attending local sporting events with friends. In the summertime, Kevin spends time at Norris Lake with his family in Tennessee.

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.

Dawn joined our team in the fall of 2022 and is one of the friendly voices clients hear when they contact us.  Dawn is responsible for opening new accounts as well as daily maintenance and administration and is committed to providing superior client service and advisor support.  Dawn values the relationships she builds with clients and team members.  Her strong organizational skills and attention to detail allow her to prepare paperwork and handle client transactions and request accurately and efficiently. 

Dawn has lived in Cincinnati over 20 years.  Dawn and her husband Jim have two daughters and a son.  In her spare time, she enjoys spending time with family and friends, attending sporting events, running, reading and baking.  In the summertime she loves to garden and can fruits and vegetables with her family.