Frank Sloan

Regional Director, Partner

Dallas-Crescent Court, Texas

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Frank Sloan joined EP Wealth Advisors in 2024 with over 45 years of experience. In his career, he has developed invaluable skills in his unique investment methodology, and Post Modern Portfolio Management.
Early in his career, Frank recognized investment strategies must transition to be more dynamic and tactical due to the global nature of the economy. With his years of knowledge and investment strategy, he strives to help clients meet their financial goals.
Frank is a graduate of the University of Texas and the Securities Industry Institute at the Wharton School, University of Pennsylvania – he also holds his Series 65 certification.
Outside of the office, Sloan enjoys traveling, playing golf, and spending time in the Texas Hill Country.