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Advisor Team
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. Frank works for his clients as a fiduciary, and is an Investment Advisor Representative (IAR) with IHT Wealth Management. 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.  Frank has been with the LPL Financial team as a registered representative since 2012.
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.
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Frank began his career over 25 years ago, in a highly disciplined sector of the investment real estate industry; real estate auctions. As Head of Advisory for one of the largest firms in the US, Sheldon Good & Company, he generated one of the largest books of business over 11 years, Leading initiatives in Chicago, New York and Hawaii.
With a focus on Client Advisory services, his practice grew to include structured finance, corporate finance and real estate-centric investment banking; leading to his position at KPMG Corporate Finance, LLC, where he was Managing Director and in charge of expanding Advisory Services.
Frank later formed his family practice, as chief advisor to both private and corporate clients and their employees, offering all services in a comprehensive approach.
As Business Relationship Manager with IHT Wealth Management, Frank’s technical experience and intuition properly aligns the firm’s high-level service with Clients seeking a hand-crafted approach to investing. Frank has been interviewed by or featured in: The Wall Street Journal, The Chicago Sun Times, The Chicago Tribune, New York Newsday, Toronto Globe, FOX News, WTTW, WBBM Radio, London Guardian and MSNBC.
Investment advisory services offered through IHT Wealth Management, LLC., a registered investment advisor.
IHT Wealth Management may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.
All posts and comments are personal and conversational and are not meant to be recommendations in any way. Investors should seek professional advice before making any investment. Any discussion of markets, investments and asset classes is for discussion purposes only and should not be construed as a recommendation in any way. All investments have risk and may lose value. Past performance is not indicative of future results.
© IHT Wealth Management
IHT Wealth Management may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.
All posts and comments are personal and conversational and are not meant to be recommendations in any way. Investors should seek professional advice before making any investment. Any discussion of markets, investments and asset classes is for discussion purposes only and should not be construed as a recommendation in any way. All investments have risk and may lose value. Past performance is not indicative of future results.
© IHT Wealth Management