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.