Frank Piccolo

Wealth Advisor

Frank-Piccolo

CFP®, EA

fpiccolo@merceradvisors.com

Frank is enthusiastic about helping clients achieve their financial goals by aligning all aspects of their lives to their financial plan. Known for his ability to simplify complex concepts and provide clear, actionable guidance, Frank is committed to giving clients the confidence and clarity they need to focus on what matters most in their lives and not worry about money. He joined Mercer Advisors in 2019, previously serving at Key Bank and US Bank.

Frank holds a degree in economics from Gonzaga University. He is a CERTIFIED FINANCIAL PLANNER® Professional and an IRS Enrolled Agent, with specialized experience in tax planning. He is actively involved in the Financial Planning Association of Puget Sound and the National Association of Tax Professionals.

Based in Seattle, Frank enjoys spending time with family and friends, exploring the city’s vibrant food scene, cheering on local sports teams, and soaking in the music and waterfront views that make the Pacific Northwest home.

Bellevue

10655 Northeast Fourth Street
Suite 810
Bellevue, Washington 98004

Visit Office

Spokane

201 W North River Drive
Suite 380
Spokane, Washington 99201

Visit Office

Ready to learn more?