Frank Deluca, CTS™ – Vice President, Wealth Advisor
Frank Deluca is a vice president and wealth advisor with more than 20 years of financial industry experience.
Mr. Deluca works to develop and maintain client relationships in the areas of asset allocation, retirement planning, and trust and estate planning.
Prior to joining Beacon Trust, he was a client manager and wealth management banker at Bank of America Merrill Lynch for six years. He was responsible for a portfolio of 400 households with $100 million in total deposits and investments, as well as $75 million in loans. He assisted clients with cash flow needs, mortgage planning and other credit needs. Earlier, Mr. Deluca was a licensed financial consultant at PNC Bank and an annuity specialist with AllianceBernstein. He also has experience with life insurance products, annuities, tax preparation, mutual funds, residential lending and securities-based lending.
Mr. Deluca received a bachelor’s degree in international business management from Kean University. He holds the certified tax specialist (CTS™) designation through the Institute of Business and Finance. In addition, he holds life and health insurance licenses in New Jersey and acquired his series 7 and 63 certifications with his prior company.