Frank Francese
Financial Advisor, MBA

Frank Francese

Frank Francese possesses more than 30 years in global finance, with top posts at Drexel Burnham, Schroder Wertheim, Bankers Trust, and Standard & Poors. He was a pioneer during the industry-wide transition following the global research settlement that transformed how market research firms engage outside experts. While serving as a Senior Vice President at ORC International, Frank helped lead the digital transformation of data, research, and expert opinions, creating a usable collection spurring investment, strategy, and innovation.

A senior advisor with Cary Stamp & Company, Frank, who resides in Westchester County, NY, manages business development in New York and Connecticut.

Frank was the Commencement Speaker at his LeMoyne College graduation and achieved his MBA from Fordham University with honors. The accolade that gives him the most pride was winning “Class Couple” at LeMoyne. He and his wife Beth, rooted in tradition and service, have consistently served as pillars of their community since settling in Westchester County 35 years ago. While raising three children in Chappaqua, they were actively involved in several school, sports, church, club, and civic organizations. Frank serves on the Board of Governors for The Whippoorwill Club, near Armonk, where he served as president for two years. Beth is the CFO of the Metropolitan Golf Association.

In his free time, Frank enjoys competitive softball and golfing, any chance the sun, the camaraderie, and time permits.

“The financial services field has undergone such extraordinary change during my career, but there will always be demand for smart personal advice from diligent, honorable advisors. I’m thrilled to be contributing to Cary Stamp & Co.’s expansion.”

Frank-Family-optmz
Frank-Cliff-optmz

MEET THE TEAM:
Patrick Thompson
Chief Operating Officer

By Josh Weller | October 16, 2019

Duty, Faith, and Family “In my teenage years, as I was heading out of the house for the evening, my Dad would say ‘Patrick, don’t forget you’re representing our family. Act accordingly.’ It was an upbringing steeped in faith and responsibility, and I’m glad it was. It seems to have turned out well.” Born in…

Read More
State-of-Florida-Drop-Retirement-Plan

State of Florida Employees:
A “DROP” to Benefit From!

By Andrew Trammell | October 15, 2019

An Overview of the Florida Retirement System (FRS) Deferred Retirement Option Program (DROP) If you’re a member of the Florida Pension Plan you have access to a unique retirement benefit that can kick-start your retirement in a positive direction: The Deferred Retirement Option Program (DROP). First things first: check with the FRS to make sure…

Read More

The Little Known Tax Implications of Required Minimum Distributions (RMDs) in 401(k) Accounts

By Andrew Trammell | October 1, 2019

The Importance of Using Roth IRA Conversions to Reduce Required Minimum Distributions (RMDs)  On April 1st of the year following attainment of age 70 ½, you are required to start taking distributions from most traditional retirement accounts. You can always withdraw more, however you cannot remove less then the Required Minimum Distribution (RMD). The IRS…

Read More