Vantage Point: What Research Services are Clients Offered?

Vantage Point pic
Vantage Point
Image: vantagepointwm.com

Vantage Point Advisor Network is focused on the development of an independent platform for financial advisors to grow their own wealth management firm. Frank LaRosa is the president of Vantage Point Advisor Network and, as such, is invested in its mission to provide a new perspective to financial advisors in the wealth management industry. Frank LaRosa and his team achieve this by conducting the proper research on the advisors current business practice, and matching it up to the most appropriate business solutions, to deliver superior advice and service.

The research that advisors have access to at Vantage Point is provided by a number of prestigious companies through Pershing and Saxony Securities. Argus provides advisors with independent equity research, Standard & Poor’s gives advisors useful investment-related research, and Morningstar Fund Analytics provides Vantage Point’s advisors with research related to open-end mutual funds. Pershing then consolidates the information from these research providers into NetExchange Pro 360, which is a program that helps integrate data in an accessible format and makes it easy for advisors to use on a daily basis. Learn more about Vantage Point Advisor Network and how it’s advisors use and access research at http://www.vantagepointwm.com/.

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Frank Larosa

Frank LaRosa leverages more than a decade of experience in the financial sector toward his role as President and CEO of ELITE Recruitment & Consulting. In this position, he focuses on getting to know financial advisors and other investment professionals before recommending that they change firms. The competition is fierce for successful financial advisors, who often bring their clients with them when they change firms. Applying his expertise, LaRosa helps clients through the process. Under LaRosa’s leadership, ELITE Recruitment & Consulting specializes in working with financial professionals to help them move from one company to another. At ELITE Recruitment & Consulting, Frank LaRosa draws on his extensive experience in the investment industry. Frank LaRosa possesses the knowledge and experience necessary to help clients make a smooth the transition. He has worked continuously in the financial industry since graduating from New Jersey’s Kean College in 1996 with a Bachelor’s degree in Marketing. He has stood out in every position he has held. In his first role as a financial advisor with Prudential Securities, he made a name for himself as the firm’s number-one trainee of the year. By late 1998, he had generated over $320,000 in annual revenue. Under his management, client assets amounted to over $18 million. Subsequently, Frank LaRosa worked as a financial advisor for Smith Barney in Red Bank, New Jersey, where he became Assistant Branch Manager. He then received a promotion to Branch Manager of Smith Barney in Alexandria, Virginia. Following this role, he served as Senior Vice President of Smith Barney in Mount Laurel, New Jersey. After Morgan Stanley acquired a majority stake in Smith Barney in 2009, Frank LaRosa became Senior Vice President of the Southern New Jersey Complex, the second-largest in the region with over 115 financial advisors. His achievements included raising the average revenue per financial advisor to $650,000. He was also the region’s top recruiter. Moreover, the highly respected magazine On Wall Street named LaRosa to its fifth annual list of the Top 10 Managers for 2010. In his free time, Frank LaRosa is an avid amateur boxer. He also enjoys golfing and fishing with his boys, as well playing with his two bulldogs. Residing Moorestown, New Jersey, he is married with two sons.

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