Frank Giorgio

Frank’s extensive industry experience compliments Lax & Co.’s commitment to customer centric practices and service.  Prior to joining the firm, he worked at Smith Barney in their retirement planning broker group.  He was trained by Morgan Stanley’s FA program in 2008, where he learned valuable financial planning skills.  Frank blends industry tested experience with an analytical prowess. His ability to simplify complex financial concepts help clients better articulate their planning goals.  

Frank attended Suffolk University from 1996-2001 and is committed to his community.  A resident of Warwick, RI, he teaches CCD at St. Peter’s church, and coached little league for nearly a decade. 

Frank and his family reside in Warwick, RI.

Investment Research Associate

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Securities and Advisory Services offered through Cadaret Grant & Co., Inc., a Registered Investment Adviser and member FINRA/SIPC.  Lax & Co. and Cadaret Grant are separate entities..  Securities offered in CA, CT, FL, IL, MA, MD, NH, NJ, NY, PA, RI & WA.

Life insurance, financial planning, insurance planning 3616 Post Road Warwick, RI 02886