Frank Aurichio, CFP^®, CPWA^®

Frank R. Aurichio, CFP^®, CPWA^®, Vice President, Wealth Advisor Associate, joined the firm in the New York office in 2017. Frank is a Certified Private Wealth Advisor^® and a CERTIFIED FINANCIAL PLANNER^™. Frank works collaboratively with Private Wealth clients in creating, implementing and monitoring customized investment and wealth planning solutions, as well as facilitating all client service needs. He has been in the financial services industry since 2013, with previous experience at Vanguard and Morgan Stanley. Frank is a graduate of the University of Scranton with a BS in Finance and a minor in Accounting. He holds the Series 7, 31, 63, and 65 licenses.