Frank Savage IV
Frank Savage believes any complex problem can be solved with knowledge, diligence and creativity. He brings this confidence and commitment to financial management and retirement planning as an Investment Executive with Green Financial Group. In his role, Frank helps develop financial plans for clients, including analyzing portfolio performance, updating benchmarks and assisting with client investment reports. He also focuses on getting to know our clients even better which helps us guide them to their best retirement and wealth management outcomes.
Franks holds his Series 7, Series 63 and Security Industry Essentials certifications. Prior to joining Green Financial Group, Frank was a Portfolio Operations Analyst and Business Development Specialist at ProShares, where he ran collateral margins for leveraged accounts and supported portfolio managers. He has also worked at Invesco in Client Services, where he partnered with various teams of financial advisors and brokers.
For Frank, finance is a family affair. His father has been in the financial services industry for nearly four decades which helped Frank know with certainty, even at a young age, that he wanted to pursue a career in finance and investing. A native Houstonian, Frank attended Strake Jesuit College Preparatory before graduating from the University of Mississippi’s School of Business Administration with his BBA in Finance. In his free time, Frank is quite the adventurer and enjoys snow skiing and scuba diving, in which he has been certified since he was 11 years old.