Frank Ives, CLU®

With over three decades of experience in the financial services industry, Frank is a seasoned expert in insurance consulting, financial planning, and client relationship management. As a designated insurance specialist supporting multiple wealth management teams, he works closely with advisors across regions to deliver comprehensive coverage strategies and personalized financial solutions tailored to each client’s unique needs.

A Florida native, Frank is a proud graduate of the University of South Carolina. He holds the prestigious Chartered Life Underwriter (CLU) designation, along with his Series 7 (General Securities Representative) and licenses in life, health, and variable annuities. Beyond his professional commitments, Frank is actively involved in his community and currently serves on the board of the Greenville Theatre.