SL_FRANKFINANCIAL_Profile_1119 . qxp_Profile 11 / 13 / 19 2 : 54 PM Page 2 information and implementing looking out for his best interests . a strategic plan . ” “ Seeing what my father experienced was a catalyst for me , ” says Derek , who We build successful received a degree in sociology from Princeton Going Forward University before going on to earn his CER - Stephen and Derek continually relationships by asking TIFIED FINANCIAL PLANNER ® designation . look for new ways to expand “ I enjoy helping people , and this business the team’s depth of services allows us the opportunity to support our for clients both near and far . the right questions , clients in good times and bad . We want to Although The Frank Financial be the first call for anything related to our Consulting Group of Wells Fargo clients ’ financial lives . It could be a simple Advisors is based in the Philadel - listening to what the question about paying off student debt , phia suburbs , the team works buying a new house , insurance and estate with clients around the country , planning , or how to allocate investments in including those in the Boston client has to say , and their 401 ( k ) plan . By consulting us first , we area . This is due , in part , to the may be able to help them feel more confident team’s different structure . then taking that infor - and avoid mistakes that could affect their “ After Derek started long - term financial goals . ” working with me , his wife , The Frank Financial Consulting Group Alison , got her doctorate from mation and implement - of Wells Fargo Advisors has continued to Wharton , ” Stephen recalls . “ I invest in their staff and infrastructure as a still remember the day Derek way to better serve their growing client walked into my office and said , ing a strategic plan . base . For example , they have expanded ‘ Alison received an offer to be their advisory team to include Steven Fleisher , a professor at the Harvard Busi - — Stephen Frank , CRPC ® , and John ( “ Jack ” ) Florio . As a ness School , so we’re moving result , the team now has four financial advi - to Boston . ’ It hit me like a ton The Frank Financial Consulting sors with a combined 50 years of industry of bricks , because I thought experience , assisted by two long - tenured so much of him , and I didn’t client associates , Pamela Cohen and want to lose him . ” Group of Wells Fargo Advisors Stephanie Goldewski . Stephen and Derek decided “ I’m very proud of our team’s shared very quickly that they work ethic and dedication to client service , ” could stay together as a Derek adds . “ It starts at the top with Stephen . team and be dually He’s in the office early and stays late , and located . They agreed that he’s anything but complacent . He has created Derek would work out a true team atmosphere where every of an office in Wellesley , member is committed to providing holistic , Mass . , and travel to objective advice and superior service . ” Philadelphia regularly . As part of the team’s high - touch service Along with face - to - face model , The Frank Financial Consulting Group meetings , mobile tech - of Wells Fargo Advisors employs interactive nology such as video con - tools such as Envision ® to help build invest - ferencing and instant ment plans for their clients . The Envision messaging has facilitated process begins with a period of intensive communication among information gathering , including an in - person team members and meeting where the team asks in - depth ques - clients alike . tions about their client’s hopes , dreams , “ Here we are six and risk tolerance . This allows Stephen and years later , ” Stephen says . Derek to help paint a vivid portrait of a “ We both had the com - client’s current financial picture . They then mitment to make it work . prepare and implement a plan that will give We prefer the opportu - their clients the best chance to successfully nity to have face - to - face achieve their goals . If priorities change , or if meetings when possible , market conditions threaten to throw a plan but we’re now in a world off course , Stephen and Derek proactively where someone’s phys - work with their clients to determine if the ical location doesn’t really plan needs adjusting . matter . Clients just want D “ When you sit down with a member of to know they have access THE FRANK FINANCIAL our team , it’s sort of like going to the doctor ; to a team of good advisors who are working CONSULTING GROUP OF the more information you give , the better on their behalf . ” WELLS FARGO ADVISORS diagnosis we can make , ” says Stephen , who Stephen believes that their clients have One Fayette Street has earned Wells Fargo Advisors Premier a high level of confidence in every member Two Tower Bridge , Suite 200 Advisor honors for the last 22 years and Five of his team . In other words , he has built an Conshohocken , Pa . 19428 Star Wealth Manager awards from 2012 to enduring enterprise that people have grown ( 610 ) 940 - 2043 2019 . “ We build successful relationships by to trust and admire — much like the beloved https : / / fa.wellsfargoadvisors.com asking the right questions , listening to what beverage - bottling company that once bore ? the client has to say , and then taking that his family’s name . / frank - financial * The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components , business production and professionalism . Additional criteria , including length of service , may also be used to determine recipients . Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services , LLC , Member SIPC , a registered broker - dealer and non - bank af?liate of Wells Fargo & Company .