Frank Murillo, CFP®, AAMS®
Retirement planning for senior executives, made simple.
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Serving Clients Nationwide
Retirement planning for senior executives, made simple.
Areas of Focus
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Frank Murillo, CFP®, AAMS®
Hi, I'm Frank, a Certified Financial Planner™, Managing Director, and Partner at Snowden Lane. With more than 16 years of experience in the industry, I joined the firm in 2019 after nearly a decade with Merrill Lynch, where I previously served as Senior Portfolio Advisor and International Wealth Advisor.Currently I dedicate my practice to helping everyday folks prepare for and improve their retirement. Among the questions I help clients answer are:
Can you save some dollars in your current strategy?
Are your investments aligned to what you’d like them to do?
Will your nest egg last the length of your retirement?
If you’re in need of some help, feel free to pick a time on my calendar. In addition to helping folks understand their finances, I write a blog at www.franktheplanner.com aimed at helping you address some of these concerns.
While I’m physically in sunny South Florida, I cater to clients nationwide as well as internationally. I also hold the Accredited Asset Management Specialist (AAMS®) designation from the College for Financial Planning. When I’m not working, I love to travel with my wife Melissa, ten year old Belgian Shepherd, and two-year old son, Ben.
Every Tuesday and Thursday I set aside time for any inquiries – just click the Calendly link in my bio to schedule some time for a brief consultation.
Professional Designations
- Accredited Asset Management Specialist (AAMS)
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
- The AGC
Primary Location
1 Alhambra Plaza Suite 1130 Miami, FL 33134
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Offers Advice-Only Services
- Fee Based
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
The first meeting is a conversation. Our main focus is to learn about you, your family, and your finances. We will get crystal clear on where you are now and where you'd like to go. If your needs match our expertise, we'll gather some facts and schedule a second in-depth meeting.Offers Investment Management
Yes
About Snowden Lane Partners
Snowden Lane Partners is an independent wealth advisory firm. Founded in 2011, the leadership team has over 125 years of combined experience from the world’s largest wealth management firms and founded Snowden Lane in order to create a place of higher ideals; a place where the client’s interests are second to none.Snowden Lane is a fiduciary for our clients. Our independence enables us to impartially evaluate investment strategies, managers, and investment products. We are solely focused on our clients best interests - it’s the way we like to do business. Our value proposition is simple: we succeed when our clients succeed.
Education
Florida International University, Bachelor's Degree, International Business
Languages
- English
- Spanish
Hobbies and Interests
- Basketball
- Eating Out
- Family
- Movies
- Traveling
- Writing
SEC Lookup
View DisclosureWho We Serve
- Attorneys
- Baby Boomers
- Blended Family
- Business Owners
- Corporate Executives
- Couples
- Dual Income Family
- Entrepreneurs
- Expats
- Foreign-Born Individuals
- Gen X
- Government Employees
- Healthcare Professionals
- Living in Retirement
- Private Foundations & Organizations
- Remote Workers
- Veterans
- Widow
- Women Professionals
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