Frank A Jarboe, Sr., CFP®
Partner | Wealth Management Advisor
My focus is on preparing and delivering financial plans, conducting investment analysis and recommendations, as well as providing wealth management analysis and recommendations. I joined The Will Group in 2020, bringing with me six years of experience from Merrill Lynch in Bethesda, MD. As a CERTIFIED FINANCIAL PLANNER™ professional and a graduate of East Carolina University with a B.S. degree in Finance, I am dedicated to providing insightful and personalized financial guidance to our clients.
Residing in New Market, MD, I share my life with my wife, Olivia, and our four children: Frankie, Josephine, Vivian, and James. Spending time with my family and coaching youth sports are passions that keep me grounded and fulfilled. These activities allow me to connect with my children and support their development, while also giving back to the community that has shaped me.
In addition to my professional responsibilities, I am actively involved in community service. I serve as the Treasurer of the Frederick Community College Foundation and as the Foundation Chair of the Rotary Club of Frederick. These roles allow me to contribute to the community that raised me, supporting educational initiatives and fostering connections that strengthen our local area.