Frank Legan is a Partner with Cedar Brook Group, as well as a Member of the Investment Committee. Mr. Legan designs and implements comprehensive, personalized financial planning strategies for corporate executives, closely held business owners, families and retirees. He specializes in lifetime income planning, investment planning and estate and risk management planning services. He also works with businesses to develop strategic and succession planning strategies.
Prior to joining Cedar Brook Group, Frank was a Financial Advisor in the Private Client Group at Merrill Lynch and with NatCity/PNC Investments.
He has a Bachelor of Arts degree in Political Science from the University of Dayton, as well as a Master of Public Administration degree focused on Municipal Management from Cleveland State University. He is a Registered Representative with Securities America, Inc., and Investment Advisor Representative with Securities America Advisors and Cedar Brook Group, SEC Registered Investment Advisors.
Frank has been active in his community as he served as a Council Representative at Large for the City of Highland Heights, as well as Vice President and Secretary for the Hillcrest Council of Councils. He currently serves as a Board Member for Catholic Charities Diocese of Cleveland. He is also a past Board Member of the Mayfield Area Chamber of Commerce and a former member of the Program Committee for the Ohio Buckeye Chapter of the National Multiple Sclerosis Society.
Frank and his family are volunteers at St. Francis of Assisi church in Gates Mills where Frank serves as a member of the Parish Council and as a lector. Mr. Legan lives in Gates Mills with his wife Laura, daughter Reese and their collie Charlie.