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Frank B. Email & Phone Number

Senior Director | Head of Wealth Management Consulting at CAPTRUST at CAPTRUST
Location: Greater Boston, United States 10 work roles 1 school
1 work email found @captrustadvisors.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email f****@captrustadvisors.com
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Current company
CAPTRUST
Role
Senior Director | Head of Wealth Management Consulting at CAPTRUST
Location
Greater Boston, United States

Who is Frank B.? Overview

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Quick answer

Frank B. is listed as Senior Director | Head of Wealth Management Consulting at CAPTRUST at CAPTRUST, based in Greater Boston, United States. AeroLeads shows a work email signal at captrustadvisors.com and a matched LinkedIn profile for Frank B..

Frank B. previously worked as Senior Director | Head of Wealth Management Sales at Captrust and Director | Advisor Solutions at Bny Mellon | Pershing. Frank B. studied at University At Buffalo.

Company email context

Email format at CAPTRUST

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fb@captrustadvisors.com
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AeroLeads found 1 current-domain work email signal for Frank B.. Compare company email patterns before reaching out.

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Profile bio

About Frank B.

Frank B. is a Senior Director | Head of Wealth Management Consulting at CAPTRUST at CAPTRUST. He possess expertise in series 7, series 63, series 65, general securities sales supervisor, wealth management and 15 more skills.

Listed skills include Series 7, Series 63, Series 65, General Securities Sales Supervisor, and 16 others.

Current workplace

Frank B.'s current company

Company context helps verify the profile and gives searchers a useful next step.

CAPTRUST
Captrust
Senior Director | Head of Wealth Management Consulting at CAPTRUST
Raleigh, NC
Website
captrustadvisors.com
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Company profile
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10 roles · 35 years

Frank B. work experience

A career timeline built from the work history available for this profile.

Senior Director | Head Of Wealth Management Sales

Current
Captrust

Raleigh, Nc, Us

Aug 2019 - Present

Managing Director | Executive Services

Charles Schwab

Westlake, Texas, Us

Oct 2008 - May 2012

Independent Financial Consultant

Raymond James Financial
1992 - 1994 ~2 yrs
Team & coworkers

Colleagues at CAPTRUST

Other employees you can reach at captrustadvisors.com. View company contacts →

AP Allie Pennington, Mba Allie Pennington, Mba Colleague at CaptrustGreater Chicago Area, United States View → LA Lonzetta-Kelley Allen Lonzetta-Kelley Allen Colleague at CaptrustCary, North Carolina, United States View → KJ Kieran J. Duffy Kieran J. Duffy Colleague at CaptrustRaleigh, North Carolina, United States View → MS Melissa Stamatiades, Ctfa Melissa Stamatiades, Ctfa Colleague at CaptrustAsheville, North Carolina, United States View → CG Chris Garner Chris Garner Colleague at CaptrustBrooklyn, New York, United States View → AS Andrew Schwark, Cfa®, Caia Andrew Schwark, Cfa®, Caia Colleague at CaptrustGreater Chicago Area, United States View → NP Nathan Penha, Crps, Aams Nathan Penha, Crps, Aams Colleague at CaptrustTampa, Florida, United States View → ID Ian Dillard, Cfp®, Cima®, Chfc®, Clu® Ian Dillard, Cfp®, Cima®, Chfc®, Clu® Colleague at CaptrustUniontown, Ohio, United States View → JD John Dickens, Aif® John Dickens, Aif® Colleague at CaptrustFort Worth, Texas, United States View → WL Wendy Loehr, Cfp Wendy Loehr, Cfp Colleague at CaptrustGreater Chicago Area, United States View →
1 education record

Frank B. education

  • University At Buffalo
    University At Buffalo
FAQ

Frequently asked questions about Frank B.

Quick answers generated from the profile data available on this page.

What company does Frank B. work for?

Frank B. works for CAPTRUST.

What is Frank B.'s role at CAPTRUST?

Frank B. is listed as Senior Director | Head of Wealth Management Consulting at CAPTRUST at CAPTRUST.

What is Frank B.'s email address?

AeroLeads has found 1 work email signal at @captrustadvisors.com for Frank B. at CAPTRUST.

Where is Frank B. based?

Frank B. is based in Greater Boston, United States while working with CAPTRUST.

What companies has Frank B. worked for?

Frank B. has worked for Captrust, Bny Mellon | Pershing, Charles Schwab, Charles Schwab & Company, Inc., and Invest Financial.

Who are Frank B.'s colleagues at CAPTRUST?

Frank B.'s colleagues at CAPTRUST include Allie Pennington, Mba, Lonzetta-Kelley Allen, Kieran J. Duffy, Melissa Stamatiades, Ctfa, and Chris Garner.

How can I contact Frank B.?

You can use AeroLeads to view verified contact signals for Frank B. at CAPTRUST, including work email, phone, and LinkedIn data when available.

What schools did Frank B. attend?

Frank B. studied at University At Buffalo.

What skills is Frank B. known for?

Frank B. is listed with skills including Series 7, Series 63, Series 65, General Securities Sales Supervisor, Wealth Management, Asset Allocation, Practice Management, and Investment Advisory.

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