Frank Sorge
Partner, WSWP | Wealth Advisor, RJFS
Frank Sorge is a dedicated Wealth Advisor at Raymond James and a Partner at Weidner | Sorge Wealth Partners, with 9 years of experience in the field. Frank's journey into wealth management was driven by his desire to create a business where every client feels their significance. He is passionate about helping clients achieve their goals and live fulfilling lives. Frank takes the time to plan, have candid conversations about life, and work towards goals, all while encouraging clients to enjoy life's greatest moments along the way.
Effective communication is one of Frank's strongest skills. He excels at understanding clients' ideal visions for their lives and takes the time to ensure they leave his office without confusion. Whether it involves explaining products, concepts, or ideas in different ways or bringing in additional experts, Frank serves as an advocate for his clients in their financial lives.
The most rewarding aspect of Frank's profession is the relationships he builds and the bonds he forms with his clients. He finds great joy in watching clients achieve their lifelong goals. Additionally, Frank enjoys problem-solving and creating customized solutions for complex issues, whether in investment management or advanced planning.
Frank's core values in his profession are first-class service, advice with integrity, and strategic growth through bespoke wealth strategies.
Outside of work, Frank is actively involved in the community. He serves as the president-elect for the Italian Heritage Foundation, the chairman for Gates To Recovery, and the president of the Sicilian Olive Festival, an annual charity event held in honor of his late father. Frank and his wife Alyssa enjoy cooking, traveling, and spending time with his family.
Frank holds a BS in Marketing with a minor in Economics from St. John Fisher College.
Raymond James is not affiliated with any other organizations mentioned.