Frank Falco
Managing Director, Senior Financial Advisor, Portfolio Manager
- Role
- Senior Financial Advisor, Managing Director at Merrill Lynch
- Location
- Great Neck, NY, US
- LinkedIn followers
- 500 followers
About Frank Falco
I am a Managing Director, Senior Financial Advisor and Portfolio Manager with over 27 years experience based in Great Neck, NY. My team and I are responsible for providing clients with tailored wealth management advice that spans banking, financing, investment management, trust and estate planning services. Prior to joining Merrill Lynch Wealth Management in 2022, I spent over 22 years at Citigroup, where I held various roles. Most recently I was a Managing Director and Private Banker Team Lead at Citi Private Bank, based in New York City. My responsibilities included leading a team of Private Bankers that worked with Ultra High Net Worth and High Net Worth individuals, their families and business\'. My team and I provided tailored banking, lending, wealth planning, and investment solutions to our clients. Prior to joining Citi, I was a Financial Advisor at Prudential Securities and GBI Capital. I currently hold the FINRA Series 7, 63 and 65 registrations. I also hold various life, health and variable insurance licenses. I have obtained the Sports and Entertainment Accredited Wealth Management Advisor™ designation from the College For Financial Planning, as well as the Certified Exit Planning Advisor designation from the Exit Planning Institute. Outside of the office, I enjoy spending time with my wife Roberta and our son Frankie. I like to attempt to play golf, and attend sporting events. I would love to personally connect with you, whether to discuss family, the best way not to lose golf balls, sports or how you can live your best life. Please call (51••••••89 or feel free to send an email to f••••••••@ml.com * A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.*Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Experience
Senior Financial Advisor, Managing Director
Nov 2022 — Present
Education
Pace University-Lubin School of Business-Center for Professional Education
Financial Planning Certificate Program
State University of New York System-Empire State University
Bachelor's Degree
Skills
- Funding
- Private Wealth Management
- Series 65
- Private Equity Capital Call Financing
- Equities
- Fixed Income
- Venture Capital
- Securities
- Investments
- Commercial Banking
- Estate Planning
- Investment Strategies
- Alternative Investments
- Private Equity
- Portfolio Management
- Mergers
- Structured Products
- Loans
- Wealth
- Asset Management
- Wealth Management
- Financial Advisory
- New Business Development
- Private Banking
- Derivatives
- Trust Services
- Financial Analysis
- Credit
- Series 63
- Investment Advisory
- Corporate Finance
- Cash Management
- Real Estate
- Structured Finance
- Mortgage
- Portfolios
- Asset Allocation
- Banking
- Risk Management
- Private Placements
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