Meet Frank McAleer,

Vitality Planning Consultant

"Leave the gun, take the cannoli"  - Peter Clemenza

With 30+ years of industry experience, Frank McAleer recently joined KFI to work with the team to further build resources and education around vitality/longevity planning. Frank’s most recent role was Senior Vice President of Wealth Planning at Raymond James. In this role he led their efforts to empower financial advisors with thought leadership, advisory technology, and practical guidance to address the evolving needs of clients in financial planning, longevity planning, wealth management, and retirement strategies. 

A recognized advocate for longevity planning, Frank has developed strategic partnerships with leading organizations and resources in the field—helping advisors integrate health, lifestyle, and financial considerations into holistic client plans. Through these collaborations financial advisors Frank has worked with have aided thousands of clients nationwide in preparing for longer, more fulfilling lives. 

Prior to joining Raymond James, he was Senior Vice President and Head of Managed and Income Solutions at Janney Montgomery Scott in Philadelphia, where he led the design and launch of their retirement planning software platform. He has also held leadership roles at Merrill Lynch and Fidelity Investments. Frank earned his Bachelor of Science from Drexel University and holds both the CFP® (CERTIFIED FINANCIAL PLANNER) and CIMA® (Certified Investment Management Analyst) designations. Additionally, Frank is completing the course work towards earning the CSA® (Certified Senior Advisor) designation. 

Frank and Kathy, his wife of 38 years, live in the Philadelphia area as do their adult twin daughters, Emily and Madeline. Frank has sculled for years on Boathouse Row and is an avid Philly sports fan…and never misses an opportunity to see Springsteen and the East Street Band when they swing by Philly for a show. 

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