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Email Glenn

(781) 203-5751

Glenn Frank, PFS, MS Tax, MBA

Senior Wealth Advisor

Senior member investment committees for 25+ years.

Recognized by Massachusetts Financial Planning Association as MA Financial Planner of the Year.

Author of the book Your Encore: Retirement Planning Guide - How to Balance Time, Money and Joy.

Frequent speaker - advisor groups, council on aging, community education. Numerous articles, podcasts, seminars and webinars.

Former founding Director of the Master of Personal Financial Planning at Bentley University where he created and taught tax, financial planning, and capstone investment courses for 20 years.

Former Director of Education Lexington Wealth Management (2010 - 2024) Former Wells Fargo SVP, CPA, CFP.