About Frank J. Vellucci
As co-founder of The Stevens Vellucci Group, I work with our clients to identify and assess personal financial goals, develop customized planning strategies and realize their vision for the future through our D.A.D.A. process.
I have been in the financial services industry for over a decade working in various management level positions. My desire to help clients safeguard their financial well-being and embrace the life they envision—whether that means reducing work hours, launching a business, or reclaiming control over their financial future, led me to become a Financial Advisor.
I have obtained a Certificate in Financial Planning from New York University, a Certificate in Wealth Management Theory & Practice from Yale School of Management, earned the CERTIFIED FINANCIAL PLANNER™ certification, and am a Certified Private Wealth Advisor (CPWA®) professional. In 2021, 2022, 2023, 2024, and 2025, I was named to Morgan Stanley's prestigious Pacesetter's Club, an elite group of financial advisors who early in their career, have demonstrated the highest professional standards.
In my spare time, you can find me playing the drums or on the golf course looking for my ball, but mostly, I enjoy being with my loving wife: Jackie, and our beautiful daughter Giovanna (Gigi).
Securities Agent: ME, MA, CO, SC, MD, CT, CA, TX, NM, NH, MI, RI, NJ, WI, OH, DC, NV, DE, TN, NY, KS, NC, MO, IL, HI, FL, AZ, WA, PA, MT, IN, ID, GA, VA, MN; BM/Supervisor; General Securities Principal; General Securities Representative; Investment Advisor Representative
NMLS#: 2115024