Frank Calabrese Sr.

Founding Partner

Frank M Calabrese Sr. is a 1984 graduate of Montclair State University, earning a Bachelor of Science degree. He joined Merrill Lynch in 1985 as a Financial Consultant. During his tenure he completed course work to become a firm designated Certified Financial Manager.  Mr. Calabrese joined Smith Barney in 1995 as a First Vice President where he continued his practice advising individual investors and business owners in all aspects of investment, retirement, education and insurance planning.

In July of 2004, Mr. Calabrese became a founding partner of Key Client Financial Advisors LLC., a full service , independent, financial advisory firm. As a partner, Frank continues to work closely with his clients in selecting timely invesments and providing ongoing management as changes in market conditions and client goals occur.  Mr. Calabrese has been designated as a PIM (Private Investment Management)  portfolio manager and is recognized as a fiduciary advisor, being held to the  highest standard of acting in the clients best interest. 

 He holds all required FINRA, NYSE & State licenses including Series 7,Series 66, Series 63 and SIE Examination. State securities and insurance licensing includes NJ, NY, CA, CO, CT, FL, MI, NC, SC, OH, PA,TX, VA, and WA.  

Frank is married and lives in Kinnelon, NJ. His wife Theresa is co-owner of her family business Sikora's, employing a staff of 20 and celebrating 75 years in operation. He enjoys sharing his love of baseball, classic cars, playing guitar and exploring New York City with his son Frank Jr. and daughter Nicole.

 

 

Phone 973-244-4144
Fax 973-244-4159