Francisco X. Diaz or Frank, as he is known, has had a life-long passion for math and helping people. He believes that the Finance industry is the perfect mixture of the things he enjoys most. Frank has nearly 20 years of financial advisor experience helping clients build customized strategies based on their individual needs. He believes that wealth management is an ongoing process that requires making adjustments as your needs change. Trust and transparency are his most important qualities as an advisor.
Frank Diaz graduated with Honors from the University of Florida with a B.S.B.A. in Finance. He holds several securities industry licenses, including the FINRA Series 7 held with LPL Financial, the Series 66 held with LPL Financial and IHT Wealth Management, as well as the State of Florida’s Life, Heath and Variable Annuity Licenses. Frank began his career in Tampa as a Financial Advisor with Morgan Stanley in 2000. He also has over a decade of experience in the Public Education sector in Hillsborough County, specializing in the Florida Retirement System (FRS) and DROP programs.
He has been married since 2005 to his amazing wife Suzanne, a fifth-generation Tampa native, an accomplished corporate banker in her own right. They have two wonderful children as well as two Pomeranians. Frank and Suzanne are supporters of Junior Achievement of Tampa Bay, the Miss Tampa Scholarship Foundation, the American Heart Association, and the United Way. He enjoys spending quality time with his family, and relaxing while fishing or playing golf.