This blog post is part of a series highlighting Key Management Group team members.
As Financial Analyst, Frank Stover brings both a love of finance and a love of technology, which is a perfect marriage for providing financial planning support in this day and age. He began his career working in banking while studying computer science in college, but upon learning about Key Management Group, decided to join the team after graduation. He quickly fell in step with the team and has been with us two years as of this June 2022.
Frank says that the primary benefit advisors receive from working with him and the rest of the Client Meeting Prep team is that “we save them a great deal of time. We handle all the tedious data entry and prep, so they can focus on the client relationship.” Frank holds himself to a high standard and strives to ensure that all of our advisors are satisfied. This includes being punctual, responsive, and ensuring that all bases are covered. His background in technology makes him especially adept at learning and applying new systems and programs so that advisors and their clients can leverage all the benefits these technologies offer, including having access to quality reports. Frank says he also enjoys meeting with his advisors, who he connects with on a weekly basis to help them prepare for upcoming client meetings.
When not serving advisors, Frank and his fiancé enjoy hiking and camping across Michigan and at other state parks across the country. They recently enjoyed a trek across Hocking Hills State Park in Ohio, which included some breathtaking waterfalls, and will be saying their vows in June of 2023. In the cooler months, Frank enjoys snowboarding, with his brother Kevin, who also works for KMG. He also enjoys hunting deer and turkey. His passion for technology spills over into his personal life, where he builds gaming consoles, which he puts to the test on a regular basis playing whatever game is hot at the moment.
If you haven’t connected with Frank yet, reach out on LinkedIn, or you can email him directly at fstover@keymanagementgrp.com.
Share This Post
Subscribe to Keys to Success
Receive timely articles and news on upcoming webinars and events by subscribing Keys to Success.
For articles and white papers on acquisitions and successions, please go to our sister site Advisor Legacy.
Related Posts
2020 brought a series of unexpected challenges and rapid change, not just in the financial industry, but across the globe. So often we speak of planning for the unexpected, and 2020 certainly put that idiom to the test. Still, many advisors aren’t taking the necessary precautions to protect their practices, even in the face of […]
During the normal business year, there will often be a need to replace or add a team member. Before 2020, this was a daunting task, but in a remote world, it can feel overwhelming. To help you navigate the virtual recruiting landscape, we’ve compiled a list of our best tips, many of which will work […]
Identifying and integrating a set of core values into your practice can help you stay centered and create growth in your team. Recognizing your values also helps to define your firm and determine the ideal client you want to model for the practice. This will give your team a firm set of principles to help […]
Among the most challenging elements of the Covid-19 pandemic has been the transition to working from home. Office leaders in all industries feared that they lacked the resources to work remote, and those with the technological means to acclimate were concerned that productivity would decrease in their teams. While many practices have adapted in these […]
