Frank Piccolo

Frank is a financial planning analyst at Mercer Advisors, supporting wealth advisors and regional vice presidents by utilizing programs such as eMoney, Holistiplan, and Morningstar to create financial plans for new clients. His analysis allows the advising team to better understand a client’s financial situation which helps with offering customized advice and solutions. He previously worked at Key Investment Services where he supported a financial advisor and their clients. Frank has a degree in economics from Gonzaga University and is a CFP® professional. In his free time, he likes to play basketball and soccer.