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Frank McAleer, CFP®, CIMA

Raymond James, Senior Vice President of wealth, retirement and portfolio solutions

Frank McAleer is the senior vice president of wealth, retirement and portfolio solutions at Raymond James. McAleer has 30 years of industry experience and leads Raymond James’ efforts to empower its financial advisors with thought leadership, advisory technology and practical guidance to address the evolving financial planning, wealth management and retirement needs of its individual and business clients. McAleer is also on the advisory board for The American College New York Life Center for Retirement Income.

Prior to joining Raymond James, McAleer was senior vice president and head of managed and income solutions with Janney Montgomery Scott in Philadelphia, where he led their sales and marketing of 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.

Become Impossible to Ignore: Implementing Longevity Planning Resources Into your Business

Raymond James’ vetted longevity solutions for longer living are distinctly unique and offer a way to drive client conversations, and their portfolios, towards a personalized outcome. How do you initiate these conversations? The most effective way to introduce these concepts is via the planning process. In this session we will demonstrate how to create a differentiated advantage by changing the conversation, provide clients with what they really want and, in the process, make your message impossible to ignore.

Tuesday, October 20, 2020

12:30 – 1:20 p.m. EST