Frank Falco, SE-AWMA™, CEPA® in

Frank Falco, SE-AWMA™, CEPA®

Examiner · DISC type cs
Senior Financial Advisor, Managing Director at Merrill Lynch Wealth Management
📍 Great Neck, New York, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
25 Years
Current Role
Senior Financial Advisor, Managing Director
Job Level
Senior
Location
Great Neck, New York, United States
Personality Overview

How Frank shows up

Late Adopter
Tough To Convince
Unexpressive

They do not like taking risks at all and go for proven options in the end. They tend to have clarity about their needs and constraints, and are unlikely to over-promise. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Priorities

Topics Frank cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

11-2022
Senior Financial Advisor, Managing Director
Merrill Lynch Wealth Management
7-2000 - 11-2022
Managing Director and Private Banker Team Lead
Citi Private Bank
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Financial Planning Certificate Program
Pace University-Lubin School of Business-Center for Professional Education
Bachelor's Degree
State University of New York System-Empire State University
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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