Frank Dolan, Senior Vice President-Wealth Management, Wealth Management Advisor
Frank is a twenty-nine year veteran of the Financial Services industry. He began his career as a part-time assistant to the regional director of A.G. Edwards in Portland, Oregon while attending college at the University of Portland. After graduation, he was accepted as a Management Trainee at Franklin Templeton Funds and spent over two years in its acclaimed program. Frank held various positions of increasing responsibility in asset management, culminating as a Senior Vice President for American Capital Management and Research. Frank has spent the last nineteen years at Merrill Lynch Wealth Management and is currently a Senior Vice President-Wealth Management and Wealth Management Advisor. He works with clients to define and achieve their financial goals, always with a backdrop of risk management. Frank lives with his wife of and their two daughters in Napa, California.