Fross and Fross Wealth Management Employee Directory

Financial ServicesFlorida, United States11-50 Employees

At Fross and Fross, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs.  Because over ninety percent of our clients are retirees with similar concerns, we are in a good position to approach such challenges with experience and skill.


Our Commitment

When you choose our financial planning services, you benefit from obtaining comprehensive advice from a team of highly qualified professionals - individuals with vast experience in addressing your particular concerns. We are financial coaches, helping our clients manage the long-term decisions that ultimately determine the wealth, which they and their families accumulate.


Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

Find Fross and Fross Wealth Management employees' phone numbers or email addresses

Fross and Fross Wealth Management Global Highlights

Location
Employees

North America
27

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  • United States Of America
    27

Fross and Fross Wealth Management's Leadership

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    T. F.
    President
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    A. R.
    Director Of Corporate Communications
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    R. S. C.
    Private Wealth Manager
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    L. S.
    Front Office Manager
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    Z. M.
    Private Wealth Manager
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    P. F.
    Financial Advisor
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    T. W.
    Portfolio Strategist
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    E. C.
    Marketing & Events Coordinator
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Fross and Fross Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Entrepreneurship
  • Program & Project Management
  • Accounting
  • Other
  • Administrative

Contact profiles from Fross and Fross Wealth Management

Name
Title
Contact Info
Location
Last Update
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    M. D.
    Front Office Assistant
    Phone icon
    United StatesFlorida
    Oct 26, 2025
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    L. M. W.
    Registered Investment Services Associate
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    United StatesPennsylvania
    Aug 12, 2025
  • Stylized image of a person
    T. C.
    Intern
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    United StatesFlorida
    Oct 19, 2025
  • Stylized image of a person
    A. N.
    Executive Assistant
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    United StatesFlorida
    Jan 10, 2025
  • Stylized image of a person
    C. O.
    Wealth Advisor
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    United StatesFlorida
    Nov 10, 2025
  • Stylized image of a person
    C. O.
    Wealth Advisor
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    Oct 16, 2024
  • Stylized image of a person
    D. T.
    Administrative Assistant
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    Oct 22, 2024
  • Stylized image of a person
    G. S.
    Wealth Management Advisor
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    United StatesFlorida
    Jul 09, 2024
  • Stylized image of a person
    M. F.
    Intern
    Phone icon
    United StatesFlorida
    Jul 27, 2024
  • Stylized image of a person
    R. S.
    Wealth Management Advisor
    Phone icon
    United StatesFlorida
    Nov 13, 2025

Frequently Asked Questions

What is Fross and Fross Wealth Management known for?

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Fross and Fross Wealth Management was founded in 2007 operates in the Financial Services industry. The company's main headquarters is located in 910 Old Camp Road Building 90 The Villages, Florida 32162 United States; you can contact the main corporate office by phone at . Explore Fross and Fross Wealth Management's company overview page for more information.

What is Fross and Fross Wealth Management's most common email format?

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Fross and Fross Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Fross and Fross Wealth Management email formats with LeadIQ.

How many employees does Fross and Fross Wealth Management have currently?

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Fross and Fross Wealth Management has approximately 15 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Fross and Fross Wealth Management's key employees and leadership?

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As of February 2026, Fross and Fross Wealth Management's key employees include:

  • President: T. F.
  • Director Of Corporate Communications: A. R.
  • Private Wealth Manager: R. S. C.
  • Front Office Manager: L. S.
  • Private Wealth Manager: Z. M.

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