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Frank McAleer, CFP®, CIMA

Senior Vice President of Wealth, Retirement and Portfolio Solutions, Raymond James

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.

Ed Talk 4: Five Ways Technology Will Change the Way you Age

The ways in which we depend on technology have a direct impact on our ability to live longer in retirement. Join Bill McManus, CIMA®, from Hartford Funds as he speaks with Frank McAleer, Senior Vice President of Wealth Planning Raymond James on trends in demographics, technology, lifestyles and how what impact it will have on aging. From flexible work arrangements to portable health devices, the opportunities are accelerating.


Available December 1 - 22, 2020