I believe in a comprehensive financial approach that begins by understanding and clarifying your goals by investing the time to understand what is important to you. I have spent 18 years working closely with CPAs, attorneys and other professionals to determine appropriate strategies for the clients I have the privilege to serve.
My branch office administrator, Lori Hill, has spent 30 years in the industry and is my partner in providing the highest level or service. My practice focuses on retirees, pre-retirees, business owners, charitable organizations and families that seek to create multigenerational wealth.
I hold a BS in business administration from Indiana University of Pennsylvania and a MS from St. Francis University in Loretto PA. In addition, I earned the AAMS™ designation in 2007.
Over the years, I have enjoyed serving in various coaching and leadership roles with Edward Jones and was made limited partner with the firm in 2010.
My wife, Jeanna, and I reside in Granville and are the parents of two sons, Joseph and Alexander. I have been active in my community, most recently as a member of the Otterbein Sr. Living Board of Directors.
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Insurance & Annuities
- Estate & Legacy Strategies
- Wealth Strategies
- New Investors
Phone NumberFrank Giovannelli at (614) 855-8552
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