Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Train mountains

Francis DiVito

Senior Vice President–Wealth Management

Frank, a seasoned Advisor and investment professional, is committed to listening to every client, assessing their concerns and developing a clear, actionable plan. This ensures that all of his clients' assets are working towards helping them achieve what matters most for their individual goals.  Whether you need to build wealth for the future, protect it for the next generation or plan a giving strategy for the people and causes that mean so much, Frank is well positioned with advice and solutions that look beyond investing. 

He emphasizes the coordination of his team's activities with those of his clients' CPAs and attorneys to help ensure proper comprehensive wealth management.  Frank adds; "We are always here for our clients. Our mission is to understand and know our clients personally, to identify and assist them in addressing their specific financial needs and goals, and exceed their expectations in customer experience."

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IL
  • MA
  • MD
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TX
  • VA

Education

  • Bachelor of Science, Magna cum laude, University of Pittsburgh

Credentials

  • Senior Portfolio Manager
816 Highway A1A North
Ponte Vedra, FL 32082
  • (904) 280-6015

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Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

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As of 03/31/2024

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