Steve Frank Joins EmVision Capital Advisors: A Strategic Succession Planning Move

We are excited to announce that Steve Frank, AIF®, has recently joined the EmVision Capital Advisors team! With over 35 years of experience in the financial services industry, Steve brings a wealth of knowledge and expertise that will greatly benefit our clients.

Commitment to Clients

Steve's career began at MetLife in Pittsburgh, where he honed his skills and understanding of the industry. Over the years, he founded Frank Wealth Management and navigated successful mergers, always prioritizing his clients’ best interests. Central to Steve’s approach is a strong commitment to client education, empowering them to make informed decisions about their financial futures.

A Strategic Decision

As Steve contemplated his own succession planning, he recognized the importance of aligning with a firm that shared his values and dedication to exceptional client service. That’s when he discovered EmVision Capital Advisors.

Why EmVision?

Steve was drawn to EmVision for several compelling reasons:

1. Shared Values: EmVision’s mission and values align closely with his own. The firm’s focus on client-centric service resonated with Steve, reinforcing his belief that clients should always come first.
2. Access to Resources: By joining EmVision, Steve gains access to a broader network of resources and expertise. With an extensive team and a wealth of industry knowledge, he can provide enhanced services and solutions tailored to his clients’ needs.
3. Collaborative Environment: Steve appreciated the collaborative culture at EmVision. Working alongside a team of experienced advisors allows him to support his clients while also benefiting from collective insights and knowledge.
4. Commitment to Education: EmVision’s emphasis on client education mirrors Steve’s own approach. He sees this as an opportunity to further his mission of helping clients understand their financial landscape in a supportive environment.

A Bright Future

For Steve, joining EmVision is a strategic decision rooted in his desire to provide the best possible future for his clients. By partnering with a firm that shares his values, he can ensure a smooth transition while continuing to make a meaningful impact in their financial lives.

“We are thrilled to welcome Steve to the EmVision team, and we look forward to the positive impact he will have on our clients,” said Michael Embrescia, President and CEO, EmVision Capital Advisors. “We are equally excited to work with Steve’s clients and ensure they continue to receive the exceptional service and support they deserve.”

Do You Have a Succession Plan?

If you’re an advisor considering your own succession plan, Steve’s story highlights how partnering with the right team can ensure a smooth transition and continued success for both you and your clients. Let’s explore how we can help you achieve the same. Reach out to us today to start the conversation.

Johnathon Opet, CFP® is a financial advisor located at EmVision Capital Advisors, 251 W. Garfield Rd. ​Suite 155 Aurora, OH 44202. He offers securities and advisory services as an Investment Adviser Representative of Commonwealth Financial Network^®, Member FINRA/SIPC, a Registered Investment Adviser. He can be reached at (330) 954-3770 or at info@emvisioncapital.com.