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.”

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Rob Taylor, CFP® CLU® Accepted into Leadership Palm Beach County Engage Program

By Josh Weller | July 20, 2019

Taylor one of 56 professionals selected for esteemed program *** OFFICIAL RELEASE *** (WEST PALM BEACH, FL) July 20, 2019 – Financial advisor Rob Taylor, CFP®, CLU®, of Cary Stamp & Co. has been accepted into the 2019-20 Leadership Palm Beach County (LPBC) Engage program. The Leadership Engage program is a highly competitive 10-month program which…

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Your Financial Advisor Should Be Collaborating with Your Accountant and Estate Attorney

By Cary Stamp | July 18, 2019

If you have somebody who understands the big picture and is bringing your financial/accounting/legal advisors together, you will achieve far better outcomes for your family’s financial and estate planning. Today’s subject is the concept of collaboration. I firmly believe that as a financial advisor and CERTIFIED FINANCIAL PLANNER that I should be in contact with…

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Cary’s Mid-Year Report & Outlook

By Cary Stamp | July 13, 2019

My mission is to help successful families live lives of abundance, possibility, and adventure.   The first half of 2019 has been fantastic for CS&C, my family, and the clients we serve. I was fortunate to begin the year with an overdue trip to Machu Picchu with my father. In May, Sharon and I spent…

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