Frank T. Waterson, CFP®

Frank joined Homrich Berg in 2004 after spending five years with The Ayco Company, a Goldman Sachs company. At Ayco, Frank worked on a team that provided comprehensive financial planning to high-net-worth individuals. Areas of focus included investment planning, income tax planning, cash flow analysis, retirement planning, estate planning and risk management.

Frank graduated cum laude with a bachelor's degree from Siena College in Loudonville, N.Y. He is a member of the National Association of Personal Financial Advisors. Frank enjoys working with local charities, playing soccer and running.