STEVEN L. FRANK, CFP®

Senior Vice President - Investments

Address: 255 EAST 5TH STREET, STE. 1400 FIRST FINANCIAL CTR. , CINCINNATI , OH 45202
Phone: 513-651-6541 | 800-622-5690     Fax: 513-241-7831

My Background

My Associate(s): Ethan Clark, Senior Registered Client Associate

My Experience

  • 1996 - Present : Wells Fargo Advisors
  • 1985 - 1996 : Morgan Stanley / Dean Witter

My Education & Credentials

  • College for Financial Planning, Denver Colorado CFP 1993
  • University of Louisville, B.A. Philosophy 1977
  • Covington Latin School, Class of 1972
  • Fundamental Choice Portfolio Manager
  • PIM Portfolio Manager

My Community Involvement

  • Covington City Commissioner
  • Board of Advisors Northern KY Chamber of Commerce
  • Board of Gateway Community College Foundation
  • Past President Northern KY Estate Planning Council
Securities Registered in the following states: AZ, CA, FL, GA, HI, ID, IL, IN, KS, KY, MA, MD, MI, NJ, NY, OH, OR, PA, SC, TX, VA, WA, WI
Insurance licensed in the following states: FL, IL, KY, MI, OH, SC, VA
STEVEN L. FRANK: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Ohio : CINCINNATI Branch