Tue, Oct 26, 2021 · 12:00 PM
Eastern Time (US & Canada) (GMT -4:00)
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Frank W. Dingle, CFP®
Managing Director - Financial Advisor, Senior Consulting Group, RBC
Frank earned his Bachelor of Arts degree in international studies from the Virginia Military Institute. He began his career in the financial services industry in 1996 and passed the Series 7, 63, 65 exams and holds his Life and Health Insurance licenses. Frank is one of the team’s CERTIFIED FINANCIAL PLANNERTM practitioners. In 2017 and again in 2019, Frank was recognized as Financial Times Top 400 Financial Advisor.
Kevin Entwistle CFA, CFP®, CEPA®, CRPC®
Private Wealth Advisor at Morgan Stanley Private Wealth Management
Kevin Entwistle brings an entrepreneurial mindset, extensive training, and a fresh perspective to the multigenerational wealth planning needs of his team’s clients. Drawing on his background in investment research and manager due diligence, Kevin concentrates primarily on portfolio review, asset allocation, investment selection and risk monitoring. Attuned to the shifting dynamics of wealth creation in a rapidly changing global economy, Kevin takes the lead on integrating Morgan Stanley’s digital and cyber technologies into the team’s practice, helping to improve transparency and create an enhanced client experience. Kevin focuses primarily on the needs of a select group of entrepreneurs and the young adult members of the team’s multigenerational clients, many of whom are reaching important milestones in their lives and careers. Through informal networks, targeted events and his subscription-based weekly newsletter, Kevin works to foster connections and enhance financial literacy. His goal is to give his clients confidence that he is stewarding their wealth with the same passion they applied to creating it.
Managing Director, Wealth Management Advisor at Merrill Lynch Wealth Management
Liz joined Merrill in 1983. She holds both Series 7 and 66 FINRA registrations. She has her CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards. In addition, Liz has her Chartered Retirement Planning CounselorSM CRPC® designation awarded by the College for Financial Planning. She advises clients in Retirement Planning and Wealth Structuring and is also a licensed insurance agent. Liz manages implementation of our proprietary investment strategies developed by her and retired partner Harvey Knowles. Liz earned her B.A. from Smith College. She and her husband Bill Colohan have two sons, Durham (23) and Sumner (20). Liz volunteers for the Jr. League of Cincinnati and Indian Hill Schools.