SL_FRANKFINANCIAL_Profile_8_21 . qxp_Profile 8 / 30 / 21 2 : 40 PM Page 1 confident and avoid mistakes that could affect D PROFILE their long - term financial goals . ” The Frank Financial Consulting Group of Wells Fargo Advisors has continued to invest in their staff and infrastructure as a way to better serve their growing client base . For example , they have expanded their advisory team to include Steven Fleisher , CRPC ® , and John ( “ Jack ” ) Florio . As a result , the team now has four financial advi - sors with a combined 50 years of industry The Frank Financial Consulting Group of Wells The Frank Financial Consulting Group of Wells Fargo Advisors team includes ( left to right ) Pamela Fargo Advisors team includes ( left to right ) Pamela experience , assisted by two long - tenured ® Cohen , Steven Fleisher , CRPC Cohen , Steven Fleisher , CRPC , Derek Brooks , client associates , Pamela Cohen and ® CFP , Stephen Frank , and John Florio . Stephanie Goldewski . Not shown : Stephanie Godlewski . “ When you sit down with a member of our team , it’s sort of like going to the doctor ; the more information you give , the better diag - nosis we can make , ” says Stephen , who has earned Wells Fargo Advisors Premier Advisor honors for the last 22 years and Five Star BUILDINGTRUST Wealth Manager awards from 2012 to 2019 . “ We build successful relationships by asking Led by the duo of Stephen Frank and Derek Brooks , the right questions , listening to what the client The Frank Financial Consulting Group of Wells has to say , and then taking that information and implementing a strategic plan . ” Fargo Advisors helps high - net - worth families and The Frank Financial Consulting Group of business owners pursue their long - term financial goals . Wells Fargo Advisors works with clients around the country . This is due , in part , to BILL DONAHUE | JODY ROBINSON by photography by the team’s different structure . After Derek started working for the firm , his wife was Stephen Frank easily could have chosen a different path . offered a prestigious job in the Boston area . After all , he owes his surname to the family behind Frank’s Beverages , a bottling Stephen and Derek decided very quickly that company founded in 1895 that became one of Philadelphia’s most iconic they could stay together as a team and be brands . In fact , at one point in time , Frank’s was the largest privately owned dually located . They agreed that Derek would beverage bottler in the Greater Philadelphia Area . work out of an office in Wellesley , Mass . , and travel to Philadelphia regularly . Along $ 20 million or more , we treat everyone with “ I could have gone into the family business , with face - to - face meetings , mobile technology the same level of service and respect . ” but I wanted to be Stephen Frank , not just such as video conferencing and instant mes - Derek Brooks , CFP ® , joined the Frank someone who worked for Frank’s Beverages , ” saging has facilitated communication among Financial Consulting Group of Wells Fargo he says . “ I’ve always had an interest in finance team members and clients alike . Advisors in 2011 and now serves the team and a knack for numbers , and I was also for - “ Here we are six years later , ” Stephen as First Vice President – Investment Officer . tunate to have grown up in a family with a says . “ We prefer the opportunity to have Like Stephen , early experiences shaped great work ethic . So I took all of those skills face - to - face meetings when possible , but Derek’s career path . He grew up in Michigan , with me and went off to do my own thing . ” we’re now in a world where someone’s where his father owned a successful small In 1985 , after he earned a bachelor’s physical location doesn’t really matter . business . When the recession hit in 2008 , degree in finance from the University of Florida , Clients just want to know they have access market conditions hobbled his father’s busi - Stephen started working for a brokerage firm to a team of good advisors who are working ness — something Derek believes could have under the mentorship of a family friend . Today , on their behalf . ” been avoided in part if his father had been nearly 35 years later , Stephen leads The Frank Stephen believes that their clients have connected to a team of responsible advisors Financial Consulting Group of Wells Fargo a high level of confidence in every member looking out for his best interests . Advisors , a Conshohocken - based team that of his team . In other words , he has built “ Seeing what my father experienced was works with families and business owners to an enduring enterprise that people have a catalyst for me , ” says Derek , who received a help plan and save in their high - earning years , grown to trust and admire — much like the degree in sociology from Princeton University preserve and generate income during retire - beloved beverage - bottling company that before going on to earn his CERTIFIED FINAN - ment , and efficiently distribute assets to the ? once bore his family’s name . CIAL PLANNER ® designation . “ I enjoy helping next generation as part of their estate plan . people , and this business allows us the oppor - “ We want to build long - lasting relationships D THE FRANK FINANCIAL tunity to support our clients in good times based on trust , ” says Stephen , the team’s CONSULTING GROUP OF and bad . We want to be the first call for Managing Director – Investment Officer . “ We’re anything related to our clients ’ financial lives . happy to be part of our clients ’ success , WELLS FARGO ADVISORS It could be a simple question about paying off because we get to see them live life and One Fayette Street student debt , buying a new house , insurance enjoy it . Our greatest value is that we make Two Tower Bridge , Suite 200 and estate planning , or how to allocate invest - every person we work with feel like they are Conshohocken , Pa . 19428 ments in their 401 ( k ) plan . By consulting us our most important client , because they are . ( 610 ) 940 - 2043 first , we may be able to help them feel more Whether a client has half a million dollars or https : / / fa.wellsfargoadvisors.com Investment and Insurance Products : NOT FDIC Insured / NO Bank Guarantee / MAY Lose Value / 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 based on either of the past two years , and professionalism . Additional criteria , including length of service , may also be used to determine recipients . SUBURBANLIFEMAGAZINE.COM AUGUST 2021 16 |