Frank Legan

Frank Legan Email and Phone Number

Partner and Financial Advisor at Frank Legan Advisors @
Frank Legan's Location
Cleveland, Ohio, United States, United States
Frank Legan's Contact Details

Frank Legan personal email

n/a
About Frank Legan

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/

Frank Legan's Current Company Details
Frank Legan Advisors at SEIA

Frank Legan Advisors At Seia

Partner and Financial Advisor at Frank Legan Advisors
Frank Legan Work Experience Details
  • Frank Legan Advisors At Seia
    Partner And Financial Advisor
    Frank Legan Advisors At Seia Apr 2010 - Present
    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
    Partner, Financial Advisor
    Cedar Brook Group Apr 2010 - Present
    •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."
  • City Of Highland Heights
    Council Representative At Large
    City Of Highland Heights Jan 2006 - Dec 2013
    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.
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  • Pnc Investments
    Avp, Financial Advisor
    Pnc Investments Oct 2005 - Apr 2010
    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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  • Merrill Lynch
    Financial Advisor
    Merrill Lynch May 2000 - Sep 2005
    New York, Ny, Us
    View
  • Innovation Groups
    Regional Director
    Innovation Groups 1998 - 2000

Frank Legan Skills

Small Business Financial Advisory Strategic Financial Planning Securities Investments Financial Planners Employee Benefits Finance Retirement Wealth Financial Analysis Financial Services Retirement Planning Wealth Management Budgets

Frank Legan Education Details

  • University Of Dayton
    University Of Dayton
    Political Science
  • Cleveland State University
    Cleveland State University
    Public Administration
  • Mayfield High School
    Mayfield High School
    High School
  • The University Of Chicago Booth School Of Business
    The University Of Chicago Booth School Of Business
    Strategic Planning For Business Owners

Frequently Asked Questions about Frank Legan

What company does Frank Legan work for?

Frank Legan works for Frank Legan Advisors At Seia

What is Frank Legan's role at the current company?

Frank Legan's current role is Partner and Financial Advisor at Frank Legan Advisors.

What is Frank Legan's email address?

Frank Legan's email address is fl****@****ial.com

What schools did Frank Legan attend?

Frank Legan attended University Of Dayton, Cleveland State University, Mayfield High School, The University Of Chicago Booth School Of Business.

What are some of Frank Legan's interests?

Frank Legan has interest in Social Services.

What skills is Frank Legan known for?

Frank Legan has skills like Small Business, Financial Advisory, Strategic Financial Planning, Securities, Investments, Financial Planners, Employee Benefits, Finance, Retirement, Wealth, Financial Analysis, Financial Services.

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