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@cedarbrookfinancial.com
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Frank Legan is listed as Partner and Financial Advisor at Frank Legan Advisors at Frank Legan Advisors at SEIA, based in Cleveland, Ohio, United States. AeroLeads shows a work email signal at cedarbrookfinancial.com and a matched LinkedIn profile for Frank Legan.
Frank Legan previously worked as Partner and Financial Advisor at Frank Legan Advisors At Seia and Partner, Financial Advisor at Cedar Brook Group. Frank Legan holds Bachelor Of Arts, Political Science from University Of Dayton.
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AeroLeads found 1 current-domain work email signal for Frank Legan. Compare company email patterns before reaching out.
Frank Legan is a Cleveland-based author, and Financial Advisor with SEIA. Frank spends his days designing and implementing personalized financial planning strategies for corporate executives, business owners, artists, families and retirees. He focuses on lifetime income planning strategies, investment advice, and estate planning services. He also works with businesses to develop strategic and succession planning strategies.Frank holds a B.A. from the University of Dayton and a master’s degree from Cleveland State University.Frank has been active in his community as he served as a Council Representative at Large for the City of Highland Heights, as well as Vice President and Secretary for the Hillcrest Council of Councils. He currently serves as a Board Member and Emeritus Chairman for Catholic Charities Diocese of Cleveland.Frank lives in Gates Mills with his wife Laura, daughter Reese and their collie Charlie.Signature Estate & Investment Advisors, LLC (SEIA) is an SEC-registered investment adviser;however, such registration does not imply a certain level of skill or training and no inference tothe contrary should be made. Securities offered through Signature Estate Securities, LLCmember FINRA/SIPC. Investment advisory services offered through SEIA, LLC, 2121 Avenue ofthe Stars, Suite 1600, Los Angeles, CA 90067, (310) 712-2323.For additional disclosure information please visit our website at: https://www.seia.com/legal-disclaimer/
Listed skills include Small Business, Financial Advisory, Strategic Financial Planning, Securities, and 11 others.
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A holistic and calm approach to planning, wealth preservation and creation. We use a humanity first approach to build your financial plan in a way that honors you and celebrates your past experiences. We have created a Shared Purpose community that lives your plan with you day by day, year by year and generation by generation.
•Cedar Brook Group is a Private Wealth Management Firm established in July 2005 by 13 people with over 100 years of combined industry experience.•Currently, with more than 50 financial professionals, Cedar Brook differs dramatically from other independent firms composed of only a few individuals.•Cedar Brook differentiates itself from other large wealth management firms through a collaborative team approach sharing knowledge customized for each client.•Comprehensive, in-depth financial planning provided by the advisors at Cedar Brook. (For disclosures, please see my website at cedarbrookfinancial.com. Third-party comments are not verified and may not be representative of all client experiences."
Us
-While in office the city earned the ranking as the 18th best place to live in America by Money Magazine.-Balanced the budget and carried a surplus in a tough economic environment.-Served as Chairman of the Legislative & Finance, Safety Service, and Economic Development Committees.-Obtained federal and county money for citywide improvements.-Significantly improved our city parks.-Supported the redevelopment of the Shoppes at Alpha Place and Brainard Crossings. -Protected our property values and preserved our neighborhoods.-Diversified our tax base by attracting new businesses.-Introduced new recreation programs for adults and children.
Pittsburgh, Pennsylvania, Us
- Responsible for the overall achievement of an investment sales team, consisting of 8 Licensed Financial Consultants, covering 10 bank branches with deposits in excess of $700 million, through individual sales and the coaching and development of the team.- Finished 2006 and 2007 in the top quartile of revenue producing Retail Investment Officers companywide.- Accountable for the achievement of assigned market goals established for each branch office on a monthly and annual basis. - Profile bank clients and sell appropriate investment products to individual customers. Maintain and grow a personal book of business.- Recruit and retain top talent.- Provide ongoing investment sales skill coaching and product training to a team of retail bank employees to achieve desired result.- Drive sales and service excellence by ensuring behaviors and practices are aligned with the bank’s objectives and adhere to all regulatory requirements.- Maintain a clean regulatory record.
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Frank Legan works for Frank Legan Advisors at SEIA.
Frank Legan is listed as Partner and Financial Advisor at Frank Legan Advisors at Frank Legan Advisors at SEIA.
AeroLeads has found 1 work email signal at @cedarbrookfinancial.com for Frank Legan at Frank Legan Advisors at SEIA.
Frank Legan is based in Cleveland, Ohio, United States while working with Frank Legan Advisors at SEIA.
Frank Legan has worked for Frank Legan Advisors At Seia, Cedar Brook Group, City Of Highland Heights, Pnc Investments, and Merrill Lynch.
You can use AeroLeads to view verified contact signals for Frank Legan at Frank Legan Advisors at SEIA, including work email, phone, and LinkedIn data when available.
Frank Legan holds Bachelor Of Arts, Political Science from University Of Dayton.
Frank Legan is listed with skills including Small Business, Financial Advisory, Strategic Financial Planning, Securities, Investments, Financial Planners, Employee Benefits, and Finance.
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