BNY Mellon Wealth Management has named Keith N Franks as senior wealth manager in Winter Park, Florida. Franks will report to Senior Wealth Manager and Team Leader Sean Maguire, and will be responsible for providing wealth and investment planning services for the firm’s clients in the Winter Park area.
“With 12 years of broad experience in the financial services industry, Keith is adept in servicing high-net-worth clients. His reliability and business acumen will be an excellent fit with the evolving team in Winter Park,” says Maguire.
“Keith will be part of a growing team working to solidify our efforts to build a very successful wealth management business in one of Florida’s fastest growing markets. While BNY Mellon Wealth Management has been in the Orlando market for several years, Winter Park offers additional opportunities to serve a local market, and we are confident and excited for fast-paced growth in central Florida,” adds Regional President of Florida West Lisa Simington.
Prior to joining BNY Mellon Wealth Management, Franks was vice president and family investment officer at GenSpring Family Offices for nine years. His role and responsibilities increased significantly during his tenure at GenSpring as evident with a book of business valued at over USD400 million in AUM. Prior to GenSpring, Franks was an investment strategist at ING Finanacial Partners.
Franks holds a Bachelor of Business Administration and Master of Business Administration in finance from Northwood Unversity in Michigan. He is a CFA Charterholder and a CAIA Charterholder.