Frank Teodosio
Jupiter
Summary
Experienced Wealth Management Leader with a strong record of recruiting and developing top financial advisors while driving organizational growth. Skilled in building high-performing teams, expanding market presence, and leading complex operations with integrity and precision. Recognized for creating advisor-centric cultures that deliver sustained profitability, compliance excellence, and superior client outcomes.
Overview
33
33
years of professional experience
1
1
Certification
Work History
Founding Managing Partner
Care Private Wealth
12.2023 - Current
- Co-founded a new wealth management firm within Lincoln Investments, partnering with two founding advisors to establish the organization’s structure, strategy, and brand identity.
- Built the firm from inception, developing the website, defining roles and responsibilities for partners and advisors, and implementing scalable business processes.
- Recruited six financial advisors and led the successful acquisition of a $50 million AUM practice, driving growth and expanding market presence.
- Oversaw all aspects of advisor development, compliance alignment, and client experience standards to ensure a consistent, high-performance culture.
- Currently leading the recruitment of an additional advisor projected to join by the end of FY25.
Branch Manager
Wells Fargo Advisors
04.2019 - 10.2023
- Led one of the firm’s top-performing branches, driving production growth from $20 million to $30 million under his leadership.
- Recruited and integrated over $3 million in new production, attracting top-performing advisors and teams to strengthen the branch’s market position.
- Consistently exceeded loan and production growth goals each year through disciplined management, performance coaching, and business development initiatives.
- Championed a culture of accountability and collaboration that improved advisor retention and elevated client service standards.
- Partnered with regional and complex leadership to align recruiting, lending, and business planning strategies across the territory.
COMPLEX DIRECTOR
AMERIPRISE FINANCIAL SERVICES
01.2006 - 04.2019
- Responsible for the growth of 5 offices: Palm Beach Gardens, Jupiter, Ft. Lauderdale, Miami and Boca Raton. Manage 110 advisors, a staff of 50, and 3 branch managers. Mandates include organic growth, growing production (GDC), client acquisition, increasing net flows, increasing financial plans created, retention of advisors, recruiting and growth through acquisitions, and leadership development.
- Two-time “Leader of the Year” Award Recipient
- Complex ranked 2nd in 2017 and YTD 2018
- “Circle of Success” Award Recipient: 2012, 2013, 2014 & 2015
- “Outstanding Leader” Recognition: 2013 & 2015
- “Gold Ring” Award Recipient: 2015; Recognized for half way to Hall of Fame
- Nominated to Field Regulatory Advisor Board designed to shape compliance for the firm
- Member of Grievance Committee which is responsible for levying fines against advisors
- Consistently selected to speak at national conferences
- Leader of Practice Acquisition Calling Sessions and Advisor Recruiting Training
BRANCH MANAGER
AMERIPRISE FINANCIAL SERVICES
01.2006 - 01.2012
- Responsible for achieving growth and all strategic goals for the Palm Beach Gardens Branch.
- Personally hired 22 of the 27 advisors in the office
- Circle of Success Award Recipient: 2009, 2010 & 2011
COMPLEX MANAGER
H&R BLOCK FINANCIAL ADVISORS (ACQUIRED BY AMERIPRISE)
01.1999 - 01.2006
- Managed 4 Florida offices including Palm Beach Gardens, Ft. Lauderdale, Vero and Orlando. Helped each manager achieve their strategic goals in production growth, asset growth, tax integration, recruiting and retention. Responsible for all recruiting in the complex and set up training for new and existing advisors.
AREA MANAGER
H&R BLOCK FINANCIAL ADVISORS (ACQUIRED BY AMERIPRISE)
10.2002 - 05.2004
- Responsible for 10 offices on the East Coast of Florida helping each manager achieve their strategic goals. Offices included: Miami, Ft. Lauderdale, West Palm Beach, Jupiter, Vero Melbourne, Orlando, Daytona, Merritt Island, Jacksonville east and west. Responsible for all recruiting activities in these offices. Set up training requirements for existing and new advisors for all offices within region.
- Region became one of the firm’s largest areas in terms of assets and gross production
- Achieved all strategic goals and was recognized on a national level for recruiting efforts and results
DISTRICT MANAGER
H&R BLOCK FINANCIAL ADVISORS (ACQUIRED BY AMERIPRISE)
01.1999 - 10.2002
- Responsible for 5 offices and helping each Branch Manager achieve their strategic goals. Offices included: West Palm Beach, Jupiter, Vero, Melbourne, and Ft. Lauderdale.
- Recognized as “District Manager of the Year” by Florida Regional Manager
- Grew assets in the district to over $1 billion; one of very few District Managers to achieve this
- Developed Performance Improvement Program for low producers – adopted company-wide
- Won national award for #1 producing team in the firm in 2000
- #1 in gross production in Florida Region and was a leader in achieving strategic goals each and every year as a District Manager
BRANCH MANAGER
OLDE DISCOUNT STOCKBROKERS (ACQUIRED BY H&R BLOCK)
01.1993 - 01.1999
- Helped establish a training program for new advisors. One of few managers at the time with hiring responsibilities.
- Grew branch assets from $50 to almost $300 million
- Consistently ranked at or near the top in peer group for offices of my size
FINANCIAL ADVISOR
OLDE DISCOUNT STOCKBROKERS (ACQUIRED BY H&R BLOCK)
01.1993 - 01.1995
- Provided clients with a comprehensive investment & retirement plan.
- In two years, built business of $40 million in assets and $300,000 in gross production
Education
Bachelor of Business Administration -
SAINT LEO UNIVERSITY
SAINT LEO, FLSkills
- Advisor Recruiting & Talent Acquisition
- Revenue Growth & P&L Management
- Strategic Business Development
- Practice Acquisition & Integration
- Advisor Coaching & Performance Management
- Client Retention & Experience Optimization
- Leadership & Team Development
- Regulatory Compliance & Risk Management
Certification
FINRA Series 7, 8, 24, 63 & 65
Timeline
Founding Managing Partner
Care Private Wealth
12.2023 - Current
Branch Manager
Wells Fargo Advisors
04.2019 - 10.2023
COMPLEX DIRECTOR
AMERIPRISE FINANCIAL SERVICES
01.2006 - 04.2019
BRANCH MANAGER
AMERIPRISE FINANCIAL SERVICES
01.2006 - 01.2012
AREA MANAGER
H&R BLOCK FINANCIAL ADVISORS (ACQUIRED BY AMERIPRISE)
10.2002 - 05.2004
COMPLEX MANAGER
H&R BLOCK FINANCIAL ADVISORS (ACQUIRED BY AMERIPRISE)
01.1999 - 01.2006
DISTRICT MANAGER
H&R BLOCK FINANCIAL ADVISORS (ACQUIRED BY AMERIPRISE)
01.1999 - 10.2002
BRANCH MANAGER
OLDE DISCOUNT STOCKBROKERS (ACQUIRED BY H&R BLOCK)
01.1993 - 01.1999
FINANCIAL ADVISOR
OLDE DISCOUNT STOCKBROKERS (ACQUIRED BY H&R BLOCK)
01.1993 - 01.1995
Bachelor of Business Administration -
SAINT LEO UNIVERSITY