As a trust advisor, Frank works with clients in the areas of multi-generational wealth preservation and transfer, trust administration, estate settlement, and tax planning.Frank has over a decade of experience in the Trust and Wealth Management industry. He graduated from Campbell University where he majored in Trust Management and minored in Financial Planning. He also graduated from the University of North Carolina School of Law where he earned his Juris Doctor. He is a CERTIFIED FINANCIAL PLANNER professional and holds the Certified Trust and Financial Advisor designation. Frank is licensed to practice law in North Carolina.
PNC Private Bank offers advice and solutions to help individuals, families and business owners grow and manage their short-term and long-term wealth needs.
Karen is a Commercial Banking Officer with expertise in providing financial services to the education, manufacturing, distribution, and maritime industries. She assists clients with management of deposits, treasury services, asset-based lending, ESOP transactions and private wealth management. She has more than 3 decades of banking industry experience and joined TowneBank in 2019. Karen is active in the community, serving as treasurer of Childrens Health Foundation and on the Executive Advisory council for Old Dominion University Strome College of Business. She is also a board member with the Chamber of Commerce, Norfolk Division. She is a graduate of James Madison University with a Bachelor of Science in Economics. Meeting my members needs to help them achieve their goals is my responsibility!
Howard joined TowneBank in 2022 and offers over 20 years of financial industry experience. As a commercial lender, he excels at building relationships with business members by providing tailored financial solutions. He enjoys connecting with local entrepreneurs to understand their goals and see them succeed in their industry and community.Howard received his bachelor's degree in business administration with a concentration in finance from the University of Richmond's Robins School of Business. He is also a graduate of the Virginia Bankers School of Bank Management."I enjoy helping local businesses succeed by providing the financial support they need to grow and thrive."
Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.
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