From our family to yours.
Building relationships is everything to us. Our multi-generational team means continuity is built into our business—your finances will always be cared for by someone you know and trust. With warmth and extensive experience, we’re focused on helping you achieve your goals both now and for generations to come.
Frank is the senior partner of V&V Financial, with an accumulated thirty years of financial industry experience. One of Frank’s core specializations is personal portfolio management. He is qualified as a discretionary portfolio manager and implementing customized investment solutions on behalf of clients. Frank has been recognized for outstanding performance, professional growth, and demonstrated leadership on both the RBC Director’s Council in 2011 and 2020, and the RBC President’s Council in 2015-2019.
In 2010 he earned the CERTIFIED FINANCIAL PLANNER™ certification. CFP® practitioners are dedicated to the highest level of professionalism and ethical standards, and, through the intensive requirements, gain a greater understanding of risk management techniques, as well as insurance, tax, estate, investments, and retirement planning.
He also holds the designation of Chartered Retirement Planning Counselor® and Accredited Asset Management Specialist® from the College for Financial Planning, signifying adherence to continuing education and rigorous ethical standards. In addition to the Series 7, 9, 10, 63 and 65 securities licenses, he is also licensed in life, health, and long-term care insurance.
Prior to entering the financial services industry, he also worked for ten years in manufacturing management for GE in the aviation department. He holds a Bachelor of Science degree in mechanical engineering from Rutgers University and an MBA in finance from Xavier University. Apart from work, Frank enjoys boating, working on his 68 Mustang, his wife’s lasagna, and spending quality time with family.
Leigh is the junior partner of V&V Financial. Leigh contributes 5 years of industry experience comingled with customer relationship management, event coordinating and digital media marketing. She also brings additional skills geared toward business startups, account development, operational forecasting, and strategic planning.
Leigh’s core specialization is as a client service associate. She focuses on delivering comprehensive service to clients and attending to their account management needs. Working closely with our resource team, Leigh’s duties include managing compliance, generating account reports, implementing digital initiatives, onboarding, executing requests for capital and coordinating client communications. She is particularly drawn to the areas of: ESG investing; legacy and trust planning; and philanthropic/charitable giving strategies.
A native of Wilmington, North Carolina, Leigh earned her Bachelor of Science degree in Business Administration from the University of North Carolina, Wilmington, in 2011. Her studies were concentrated in marketing and included studies abroad at Euromed Management in France and the University of Wollongong in Australia. Leigh is currently studying for her Series 7 and 66 securities exams. Away from work, she enjoys travel, gardening, photography, and screen printing.
Plan and discover your way to your future.
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