Keith N. Franks has been named by BNY Mellon Wealth Management to the position of senior wealth manager at its Winter Park location. Franks will be reporting to Sean Maguire, and his responsibilities include providing investment and wealth planning services for clients of BNY Mellon who live in the Winter Park area.
Maguire praised Franks, noting that he has twelve years' experience in financial services, and is skilled in assisting clients with a high net worth. Maguire says Franks' business acumen and reliability will allow him to fit in well with the team that Mellon is developing in Winter Park.
Lisa Simington, Mellon's Regional Vice President of Florida West, noted that the company has been operating in the Orlando area for a number of years, and is looking forward to expanding into Winter Park, which promises increasing growth. She sees the Winter Park team as an important group who will provide service to the local area.
Franks comes to Mellon from GenSpring Family Offices, where he was family investment officer and vice president for nine years. Prior to that, he served as ING Financial Partners as an investment strategist. Franks was graduated from Northwood University in Michigan with a Bachelor of Business Administration and a Master of Business Administration, with a specialization in finance.
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