Frank S. Hennessey, AIF®, ChFC® is co-founder and managing partner of Premier Planning Group, Inc., a wealth management and employee benefits firm with offices in Pennsylvania, Cincinnati, and North Carolina. He began his career in 1988 with a commitment to providing advice and strategies to business owners, executives and retirees to help them identify and achieve their financial, lifestyle and legacy goals. Almost 30 years later, he maintains his passion to make a positive and lasting impact on the clients he serves. Frank finds it especially rewarding, as well as a tremendous privilege and responsibility, to work with multiple generations of families and businesses.
Frank earned a B.A. degree in Economics and Business Administration from Ursinus College and a Chartered Financial Consultant designation from the American College. He is an Accredited Investment Fiduciary, a licensed Investment Advisor Representative, a Registered Principal/Supervisor, and a Registered Representative with Ameritas Investment Company, LLC., a member of FINRA/SIPC. He is a member of the National Association of Insurance and Financial Advisors (NAIFA). Over the years and throughout the United States, Frank has lectured extensively to financial advisors and to retirees teaching strategies related to income planning and wealth transfer.
Professionally, Frank has received significant national recognition. He has achieved lifetime and qualifying membership including Top of the Table status in the most prestigious financial services organization in the world, the Million Dollar Round Table. For 25 years he has earned the National Quality Award which recognizes outstanding client service and retention. In 2008, Frank chaired the Ameritas Field Advisory Cabinet, an elected team of advisors who work directly with Ameritas senior management to shape strategies and product development. In 2013, Frank was inducted into the Ameritas Hall of Fame. In 2018, Frank was named recipient of the Lester A. Rosen Humanitarian and Achievement Award for service to his community and profession.
Active in his local community and church, Frank is a recipient of the “Quality of Life” grant from MDRT Foundation for outstanding community service. For 15 years, he coached numerous sports teams for youths between the ages of 6 to 18. From 2004 to 2019, Frank served as board member and treasurer for Plan of PA, a non-profit that provides lifetime care management for intellectually disabled adults. For Ursinus College, he serves on the Major Gifts Committee, and the Advisory Council for the U-Imagine Center of Entrepreneurial Studies. He is also a board member of Holy Family School and a strong advocate and supporter of Catholic education. Frank is married and a father of three. He is an avid skier and enjoys travel and golf.
Securities Licenses: Series 7, 24, 63, 65
Frank Hennessey offers products and services using the following business names: Premier Planning Group – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Premier Planning Group. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.