Robert R. Franskousky, CFP®, CDFA™, PPC™, AIF®, MBA
Managing Principal and Wealth Advisor
Thirty years in wealth management have a way of clarifying what actually matters in this work. For me, it has always come back to the same thing: understanding where a person truly is, and helping them build a plan that reflects where they want to go. My career has taken me through some of the most recognized names in financial services, including Morgan Stanley Smith Barney, Merrill Lynch, KeyBank, Fifth Third Bank, SouthTrust Bank, and Barnett Bank. That breadth of experience across institutions and market environments has given me a perspective I bring to every client relationship.
The designations I hold reflect a commitment to depth, not just credentials. Holding the CERTIFIED FINANCIAL PLANNER™, Certified Divorce Financial Analyst™, Accredited Investment Fiduciary®, and Professional Plan Consultant™ designations means I can meet clients across a wide range of financial situations and life stages with the right tools and the right expertise. As an Accredited Investment Fiduciary®, my obligation is clear: my clients' interests come first, always. My registrations with LPL Financial include the Series 7, Series 9 and 10, Series 31, and Life, Health, and Variable Annuity Licenses. My academic background includes both a BSBA and an MBA from Duquesne University in Pennsylvania.
Community service has been a through line in my life for as long as I can remember. Over the years, I have been involved with the Jacksonville Chamber of Commerce, Volunteer Jacksonville, Leadership Jacksonville, the Ponte Vedra Beach Rotary Club, the Boys and Girls Clubs of Northeast Florida, the United Way of Northeast Florida, the Cathedral Arts Project, the University of North Florida Educational Council, and the Association for Corporate Growth. Being recognized with the George Bush Presidential Volunteer Award, the Book of Golden Deeds Award from the Exchange Club, a Distinguished Service Award from the Boys and Girls Club, and being named one of Twelve Who Care by a local television station are honors I hold with a great deal of gratitude.
My family is at the center of everything. The values that guide how I work are the same ones I try to live by at home.