Broker Check

Team

 

Robert and Thomas Fross

Founders, Forbes Columnists, CNBC & Fox Business Contributors

(352) 205-7800

(352) 205-7863

Robert and Thomas Fross founded Fross & Fross Wealth Management with the shared vision of creating a truly world-class experience for their clients. In the years leading up to its founding, Thomas and Robert shared careers in the financial

Read more

Patrick Fross

Vice President, Wealth Advisor

(352) 205-7800

(352) 205-7863

Patrick brings his extensive experience in business management to the Fross & Fross team. He has spent more than 16 years in senior management, including 7 years as vice president of a corporation handling more than $20 million in...

Read more

Casey is one of our newest additions here at Fross & Fross, but certainly not new to the industry. He brings to us roughly 10 years of experience in the Financial Services industry, currently holding his Series 6, Series 7, Series 63,...

Read more

Rhonda Frasier has an extensive background in Customer Service and is most outstandingly a ’people person.’ Her expertise in all areas of small business management is apparent in the way she cares for our clients and the administration...

Read more

Judy brings many years of Client Relations experience to the Fross & Fross family. Since she joined us in 2007, her dedication to our clients and passion for helping people is apparent in everything she does. Judy has over twenty years...

Read more

Jena L. Sullivan

Registered Investment Associate

(352) 205-7800

(352) 205-7863

Jena brings a wealth of experience to the Fross & Fross family. Her tenure in the financial services industry as a supervisor for a broker/dealer located in West Palm Beach, FL equips her to assist our clients with the utmost skill....

Read more

Allison joined the Fross & Fross team in 2015. Throughout her over 20 years of experience in the financial industry, she has mastered countless skills that both enrich our team and broaden our client services. As a member of our team,...

Read more

Before joining the team at Fross and Fross, Renee gained experience working for several Fortune 500 Companies as a manager of training and customer support. In this position, Renee worked with clients to help them develop a deep...

Read more

Lisa Chisholm

Administrative Assistant

(352) 205-7800

(352) 205-7863

Lisa comes to the Fross & Fross team with an extensive background in customer Service and Office Administration. Her experience is reflected in her care and concern for our clients. Her experience ranges from Assistant Property Manager...

Read more

Debbie brings to the firm a deep legal, administrative and customer service background, making her perfect for her role as Administrative Assistant. She has spent the majority of her career assisting senior partners in law firms...

Read more