In 2007 I began my career as a financial advisor, partnering with individual investors from North Olmsted, OH. I began creating tailored investment strategies to help achieve their long-term goals. I have continued to partner with clients to understand what is important to them, utilize an established process and maintain active and ongoing relationships to make a meaningful difference.
In 2010, I assumed responsibility for a branch office in Port Clinton, OH.
During my tenure with Edward Jones, I have served in several volunteer leadership roles to enhance the client experience. I have acted as a field trainer, mentor and region performance leader. Since 2016, I have served as the Regional Leader of Northwest Ohio. In this role, I am responsible for leading over 70 branch offices to help improve their communities.
In 2014, I became a limited partner and in 2019, became a principal at Edward Jones. Prior to joining the firm, I spent four years in the banking industry.
In 2002, I graduated Summa Cum Laude with a bachelor's degree in finance from Cleveland State University. To better serve my clients, I earned the AAMS© certification in 2010 and the CFP© designation in 2012.
I am a member of the Kiwanis Club of Port Clinton and served as club president from 2014-2015. I am also a member of the Northern Ohio Italian American Foundation.
Previously, I enjoyed volunteering for the Rocky River Board of Developmental Disabilities and St. Monica Parish Finance Council.
Cheryl Rollheiser, senior branch office administrator, has been serving the Port Clinton branch for over ten years. Cheryl and I are dedicated to developing on-going relationships with goal-orientated clients to create, manage and transfer wealth for the benefit of their family.
In my free time, I enjoy Cleveland sports, the serenity of Lake Erie, traveling and spending time with my family.
When you decide to work with our practice, we will partner during the ups and downs of life.
- Wealth Strategies
- Intergenerational Planning
- Retirement Income Strategies
- Retirement Savings Strategies
- Charitable Giving
- Socially Conscious Investing
My Personal Interests
- Active Lifestyle
- Community Outreach
- Social Responsibility
Phone NumberFrank I Leone at (419) 732-6570
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