Frank Drake
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Frank Drake is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been a financial advisor for over 30 years and joined Merrill Lynch in 2007. Frank specializes in helping clients define long-term financial goals and develop customized investment strategies that align with their personal and professional lives. His approach involves a disciplined process that aims to provide a consistent and personalized wealth management experience. He conducts regular reviews with clients to monitor progress and adjust strategies as needed to reflect any life or business changes.
Frank holds the CERTIFIED FINANCIAL PLANNER™ (CFP) certification awarded by the Certified Financial Planner Board of Standards, Inc., and the Certified Investment Management Consultant℠ (CIMC) designation. He earned a Bachelor of Science degree in Business and Management from the University of Maryland. In addition to his financial career, Frank is retired from the U.S. Navy Reserve as a Senior Chief Petty Officer after 26 years of service on active duty and reserve.
He is an active member of the Madison Rotary Club and has served as President of the Spring Lake-Brielle Rotary Club. Frank also volunteers with local food banks. Outside of his professional activities, he enjoys cooking, golfing, and reading.
Client services
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Wealth management
Retirement income strategy
General retirement planning
Occupation focus
Financial Professional
Work history
Bank Of America, Na
2009 - Present (17 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691
2007 - Present (19 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
Lee D
CFP®, ChFC®, Series 66
Madison, AL
Edward Jones
James F
CFP®, Series 63, Series 66
Huntsville, AL
Edward Jones
Melissa H
Series 66
Huntsville, AL
Edward Jones
Stephanie D
Series 66
Huntsville, AL
Edward Jones
Lefranc J
Series 63, Series 65, Series 66
Huntsville, AL
Merrill
Lefranc Joseph is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to define their financial goals and implement portfolio strategies designed to help them achieve those objectives. Lefranc offers ongoing advice and adapts client plans as their situations evolve, focusing on areas including college education planning, legacy planning, managing new wealth, personal retirement planning, portfolio management services, retirement income, and sports & entertainment. He holds a Bachelor's Degree from Fairleigh Dickinson University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Lefranc is fluent in both French and English and is affiliated with Merrill Lynch Wealth Management. Beyond his professional work, he is involved in his local church and has personal interests in basketball, music, running, and soccer.
Robert S
Series 66
Madison, AL
Edward Jones
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