Frank Pugliese

Financial Advisor

Early in my life I learned how the lack of strategic planning caused my family to lose its business.  My commitment is to help my clients avoid this outcome.

Born in Akron, OH, Frank grew up helping in his father’s large landscape construction company.  He did a quick year of oil rig sales in Texas after graduating college but returned to help the family business.  He spent 15 years rising through the ranks to become Director of Operations.  Frank learned the value of financial planning by witnessing the loss of the business upon his father’s retirement. 

After several years working in the financial services industry as a consultant, Frank began his career as a Financial Advisor in 2011 He has achieved Million Dollar Round Table, which recognizes financial professionals.*

Frank is a graduate of the University of Akron, class of 1980, with a degree in Business Administration, and a minor in Finance.  

Frank resides in Charleston, SC, with his wife of 26 years, Lynn Grace, their children, Shiloh Noel, Jeremy Joel and Kayla, and their two grandchildren.  He is very active in their local church, marriage ministry, and men’s small groups.

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* A sales component was considered as part of the qualifications for this award.  The recognition is not representative of any financial performance, advice or returns.



Phone (843) 416-5229
Fax (866) 672-9826