Frank Lepore: A Wealth Management Advisor Dedicated to Your Financial Success

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    Frank Lepore is an esteemed Wealth Management Advisor with an impressive track record in the financial services industry. He currently serves as a valuable member of the Bleakley Financial Group, a renowned financial advisory firm committed to nurturing lasting relationships by providing unwavering professional guidance for a lifetime of financial independence.

    With over 8 years of dedicated service at Bleakley Financial Group, Frank Lepore has consistently demonstrated his ability to deliver comprehensive financial planning solutions. Whether his clients are focused on managing their existing financial success or on preserving and protecting their assets for the long term, Frank’s expertise is instrumental in helping them achieve their goals.

    Frank’s professional journey began in 2003 when he joined Northwestern Mutual as a Wealth Management Advisor, where he spent over a decade addressing clients’ financial needs. During this time, he not only provided financial advice but also fostered strong, enduring relationships with his clients, creating an environment where their financial well-being could thrive.

    Before his career as a Wealth Management Advisor, Frank Lepore gained valuable experience during his tenure as a College Intern at Merrill Lynch. This experience, combined with his education, has equipped him with the knowledge and skills necessary to excel in the world of finance. Frank holds a Bachelor’s Degree in Business and Finance from Montclair State University, where he was actively involved in the Men’s soccer team and honed his interpersonal and leadership skills.

    Frank’s dedication to professional growth is evident through his extensive certifications, including Life and Health License, Long Term Care Certified, Series 66, and Series 7, all held at LPL Financial. His expertise spans across various areas, including wealth management, financial planning, investments, retirement, securities, insurance, estate planning, and college education planning.

    Frank Lepore’s commitment to his clients is characterized by his meticulous attention to detail and strategic communication. He is proficient in tools and technologies commonly used in the financial industry, and his skills encompass management, customer service, Microsoft Office, Microsoft Excel, and strategic planning.

    In summary, Frank Lepore is a seasoned Wealth Management Advisor with over two decades of experience in the financial services sector. His dedication to his clients’ financial success, coupled with his vast knowledge and skill set, makes him an invaluable asset to Bleakley Financial Group and a trusted partner for those seeking to secure their financial future. Frank’s impressive journey and professional achievements continue to exemplify his commitment to helping clients achieve their financial objectives, ensuring a prosperous and secure future.

    Character: Frank Lepore is a dedicated and experienced Wealth Management Advisor with a proven commitment to fostering enduring client relationships and providing unwavering professional guidance.

    Knowledge: With a Bachelor’s Degree in Business and Finance, numerous financial certifications, and over two decades of industry experience, Frank possesses a comprehensive understanding of wealth management and financial planning.

    Strategic: Frank Lepore is adept at strategic planning, combining his knowledge with a diverse skill set to offer clients tailored financial solutions that encompass wealth management, investments, retirement, and more.

    Communication: Frank’s strategic communication skills, bolstered by interpersonal abilities, ensure effective interactions with clients and proficiency in industry tools and technologies, making him a trusted financial advisor for those seeking a secure financial future.


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    Lisa Williams is a versatile professional with a strong track record in marketing, business ownership, and interior design. Currently, as the Marketing Director at Boardsi since February 2021, she has been a driving force behind the company's branding and strategy. Her creative vision and strategic insight have been instrumental in Boardsi's growth and success. With a history of entrepreneurial ventures, Lisa owned Tootsies Shoes, a boutique from February 2017 to September 2019, where she managed sales, accounts, buying, and merchandising. Earlier, at Pottery Barn, she excelled as a Sales and Interior Design Specialist from February 2008 to May 2016, bringing her talent for creating appealing living spaces and exceptional customer service. Lisa's educational foundation was laid at California State University, Chico, where she earned her bachelor's degree in Interior Design in 2004, coupled with active involvement in the Alpha Delta Pi Sorority.