Frank Murillo Partner, Managing DirectorFrank is a Partner and Managing Director at Snowden Lane Partners. He has more than 12 years of experience in the industry and joined the firm in 2019 after nearly a decade with Merrill Lynch, where he was previously a Senior Portfolio Advisor and International Wealth Advisor. Within his practice he focuses on helping senior executives plan for their retirement, understand their stock option compensation, and define their investment philosophy. Frank also writes a blog at franktheplanner.com aimed at helping folks better understand their finances. He earned his bachelor’s degree in Business from Florida International University and is a Certified Financial Planner™ (CFP®). He also holds the Accredited Asset Management Specialist (AAMS®) designation from the College for Financial Planning and is a Certified Plan Fiduciary Advisor (CPFA) as recognized by the National Association of Plan Advisors. When he isn’t working with clients, Frank loves to travel with his wife Melissa and their five year old Belgian Shepherd, Charlie.
The Private Wealth Management Group