Frank Pugliese

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 professional in 2011.

Frank is a graduate of the University of Akron, class of 1980, with a degree in Business Administration, and a minor in Finance.  He also attended the Ohio State University MBA program from 1980 – 1982.

Frank resides in Charleston, SC, with his wife of 30 years, Lynn Grace, their children, Shiloh Noel, and Jeremy Joel and wife Kayla, and their two granddaughters, Adhlynn LaClaire and Asa Grace.  He is very active in their local church, marriage ministry, and men’s small group, and enjoys boating, golfing, traveling, and spending quality time with family and friends.

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