Full Name
Frank McAleer
Job Title
Senior Vice President, Wealth Planning
Raymond James
Speaker Bio
Frank McAleer is the Senior Vice President of Wealth Planning at Raymond James. Frank has 30 years of industry experience and leads Raymond James’ efforts to empower their financial advisors with thought leadership, advisory technology and practical guidance to address the evolving financial planning, longevity planning, wealth management and retirement needs of their individual and business clients. Frank currently serves on the CFP Board’s Financial Advice Working Group.

Prior to joining Raymond James, Frank was Senior Vice President and Head of Managed and Income Solutions with Janney Montgomery Scott in Philadelphia, where he was responsible for their managed investment and retirement income offerings, which included the design and launch of their retirement planning software platform. He has also held various leadership roles at Merrill Lynch and Fidelity Investments. He received his Bachelor of Science from Drexel University and holds the CFP® (CERTIFIED FINANCIAL PLANNER) and CIMA® (Certified Investment Management Analyst) designations.
Frank McAleer