Glenn Frank, CPA/PFS

Director of Investment Tax Strategy
(781) 860-7745

Fun Facts

My favorite vacation spot 
South Florida

Favorite Sports Team
Celtics

“The most rewarding part of client service is seeing how Lexington’s personal understanding of a client’s unique situation works in tandem with the firm’s access to powerful resources. This translates into a better relationship and better results.”

In his role at Lexington Wealth, Glenn puts his extensive 30 years of experience in investing, planning, and investment-related tax strategies to work in the firm’s unique environment. In addition to being a resource for his Lexington colleagues, he provides direct senior level client service and serves on the firm’s investment committee.

His technical expertise dovetails with Lexington Wealth Management’s focus on the emotional side of wealth, providing the full range of insight necessary to bring clients closer to their individual goals.

Glenn has over 20 years of experience in investment consulting and financial planning and was recognized in Worth Magazine’s rankings as one of the country’s top Wealth Advisors for 10 consecutive years. Prior to joining Lexington, Glenn served as Senior Vice President and Senior Investment Strategist for Calibre Advisory Services Inc. (RIA, wholly owned Wachovia subsidiary – a Wells Fargo company). He provided consultative wealth management services for high net worth families and was a member of Wachovia’s family office investment committee in 2005.

Before his work at Calibre Advisory, Glenn was one of three partners at Tanager Financial Services, where he played an integral role in growing the firm to $2 billion in assets under management while serving on the firm’s investment committee.

Additionally, Glenn was the Founding Director of the Master of Personal Financial Planning program at Bentley University in 1996. He also designed and taught two graduate-level courses within the program, Portfolio Management, and Investment Vehicles up until 2015. Glenn is a frequent speaker at seminars for advisors as well as the general public. Sample topics are: the tax side of investing; the math side of investing; whether or not to work with an advisor; and financial priorities at various life stages. He contributes annually to State Street Global Advisors SPDR University’s white papers on tax and investment-related topics. Glenn lives with his wife Kerrin in Bedford MA. He and his family are devoted to The World School. His 3 children – Jordan, Jenna, and Cameron are all actively involved. Glenn enjoys golf and tennis.

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