Frankel: Financial Services

The Strategic Partner Financial Firms Rely On

Branding and strategic communications that capture the values, voice, and vision that your firm is built on.

You've built your reputation by serving people who put their trust in you with integrity and an uncompromising commitment to excellent client service.

Same here.

Whether you're a new team or an established firm, our role is to bring clarity, elegance, and intention to how you present your firm to the world.

Who We Work With

Your Partner for What's Next

Whether you're early in your journey or redefining your next chapter, we are ready to make a difference in your firm's future.

Financial Advisors

Financial Advisors & RIAs

You've earned your clients' trust through dedication, discretion, and diligence. We help ensure your brand delivers that same impression: clear, confident, and built to last.

Family Offices

Family Offices

Your work is quiet by nature. But your identity still speaks volumes. We shape brand experiences that reflect the sophistication and privacy your families expect.

Platforms

Service Providers

You support the firms shaping the financial services industry. We help your firm stand apart with a visual and verbal presence as thoughtful as your offering.

Who We Work With

Our financial services clients have been recognized by leading organizations in the industry.

Forbes

America's Top
RIA Firms

CNBC

Top 100
Financial Advisors

InvestmentNews

RIA Team of the Year

FA Magazine

Top 50 Fastest
Growing Firms

Great Place to Work

Financial Services

Frankel Accolades

Our work has garnered a variety of awards over the years, marking our commitment to creative excellence.

Inc 5000
American Advertising Awards
Web Excellence Awards
Emmy Award
The Netty Awards
You're In Good Company

From boutique breakaways to industry leaders, we've partnered with firms across the spectrum.

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Your Journey Begins
With the Essentials

Our financial services clients begin here for good reason. Our research-intensive and strategy-led approach helps us understand your firm from the inside out. We sharpen your positioning, define your voice, and bring your story to audiences in an impactful way. With over 20 years in the industry, we have clarity that these steps are the best return on your time and resources.

Brand Development

Define what sets your firm apart, and how to express it with consistency and credibility.

Brand Development
Web Development

Craft a digital presence that reflects your values, your personality, and your future.

Website Design Showcase

Driving your
brand forward

Once your foundation is in place, we walk alongside you to bring your vision to life. Whether it's a full-scale campaign or a fine-tuned recruiting deck, we help you communicate what makes your firm distinct in a way that's both compelling and compliant.

Core Collateral

Compliant and on-brand materials your organization must have at your disposal for everyday operations.

Advertising Campaign

Crafted, multi-channel campaigns designed to build trust, drive awareness, and resonate with a discerning audience.

Digital Strategy

Digital strategies that align with regulatory requirements and optimize engagement across web, email, and social platforms.

Event Branding

Cohesive visual identities and experiences for conferences, roadshows, and events that reflect your professionalism with precision.

Boutique by design. Just like you.

We built Frankel to mirror the kind of firms we serve: boutique, experienced, and committed to excellence in every detail.

Ryan Frankel

Ryan Frankel

Founder + President

Ryan Frankel

Ashleigh Flanders

Vice President & Partner

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Catherine DiVeta

VP of Client Operations

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Walton Dale

Creative Director

Ryan Frankel

Melanie Barrett

Assistant Creative Director

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David Franklin

Growth Strategist

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Matt Hesters

Senior Brand Manager

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Chris Campbell

Web Development Manager

Ryan Frankel

Ryan Frankel

Founder + President

With an endless imagination, inherent skill for marketing and an intense passion for each client's success, Ryan's the big-picture guy with an emphasis on creating big ideas to grow great brands. No matter what the challenge or circumstance happens to be, he guides clients through it.

Ryan lives and breathes creativity and brand development, using a lifetime of business experience to create campaigns, strategies and communications for a wide range of organizations including Mack Trucks, Nextran Corporation, North Florida Regional Medical Center, Hospital Corporation of America (HCA), University of Florida, University of Georgia, and many others including nonprofits and charitable foundations.

Ryan Frankel

Ashleigh Flanders

Vice President & Partner

Ashleigh brings to the Frankel team many years of marketing and advertising management experience, with the bulk of those years being in the agency world. She has led research efforts and developed insights to help her clients, understand their audiences and elevate their brands.

Her work creating and executing fully-integrated campaigns designed to build memorable brands and deliver a strong return on investment has been acknowledged with multiple FPRA Image and ADDY awards.

Ryan Frankel

Catherine DiVeta

VP of Client Operations

Catherine received her bachelor's degree in Public Relations from the University of Florida and earned an MBA with honors from Rollins College with concentrations in marketing and leadership. After receiving her master's, Catherine went to work for an Orlando-based agency serving as an account executive turned project manager.

She has developed brands and implemented marketing strategies, conducted research and managed projects of all scopes for notable clients including Planet Fitness, Seacoast Bank, University of Georgia and the University of Florida. Catherine's diverse professional experience and strong communication and organizational skills provide the Frankel team with unique perspectives and innovative thinking to keep projects on time and on budget.

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Walton Dale

Creative Director

After starting his career in Atlanta and New York early as a designer in agencies, freelance and in-house, Walton returned to Gainesville with a family in tow and began working with local and regional clients on a freelance basis, notably helping hometown favorite Swamp Head Brewery launch into the statewide brand they are today.

For over five years, Walton worked with the Philadelphia-based branding agency 160 over 90 working on clients such as Under Armour, the University of Florida and IMG Sports Academy. He has also led creative branding efforts for several colleges within the University of Florida as well as the University of Georgia and Auburn University.

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Melanie Barrett

Senior Copywriter

Graduate of FIU and Miami Ad School. Melanie has seven years of experience working in the industry at agencies including Y&R in NY (now VMLY&R), Razorfish and DigitasLBi in San Francisco. She has worked with clients including Port Authority NY/NJ, Cirque Du Soleil, Ball Park, Hillshire, Pearson Pathways and JPMC.

Now with Frankel, Melanie works closely with University of Florida, University of Georgia, University of Richmond and Kennesaw State University to develop and execute captivating creative.

Ryan Frankel

David Franklin

Growth Strategist

A British native, David was born and raised in London. After starting his career in investment banking and asset management, he transitioned to Frankel in August 2024 to build out Frankel's financial services franchise. The formative years of David's career were spent in London's financial services hub. He began his career at Investec Wealth & Investment, a $50B RIA that specializes in private wealth management for high net worth individuals.

He then transitioned to the institutional side during his 4 years in investment banking at Berenberg, where he serviced relationships for some of the largest asset managers globally. He moved to Gainesville in 2020 to support his wife's ambitions as a 3rd generation owner in a successful family wealth management business. He completed the two-year full-time MBA program at the University of Florida, during which time he interned with the investment team at the University of Florida endowment fund (UFICO). Prior to Berenberg, David also founded and led fundraising for Solarstein Capital, a boutique investment firm that focuses in small-cap based equity investments.

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Matt Hesters

Senior Brand Manager

After 16 years helping clients build their brands in NYC agencies, Matt returned to his native Florida in 2021 and has found a home growing brands at Frankel. Although he's served clients in a wide variety of industries, including financial services, nonprofits, tourism, and hospitality, Matt finds the most satisfaction helping brands who help people.

These have included large and small projects in education, like developing communications for The Mailman School of Public Health at Columbia University and helping bring the visual identity for Success Academy Charter Schools in NYC to life. Matt led several multichannel, multilingual campaigns for Public Health Solutions, a DOH-funded group focused on research and education, which not only won awards but helped affect change in public health policy and increase awareness among minority communities who were often overlooked.

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Chris Campbell

Web Development Manager

Chris serves as the Web Development Manager at Frankel. With over 15 years of professional experience, Chris oversees all aspects of client's websites from development, website hosting, to ongoing maintenance.

He is a graduate of the University of Central Florida's Digital Media Program in the College of Arts & Sciences. He has worked for brands such as Ford, Microsoft, Audi, and the University of Florida delivering a wide range of dynamic digital needs.

Want to learn more?

We take on a limited number of new firms each year to ensure our work remains focused, personal, and high-impact.

If you're ready to invest in the future of your brand, we'd be glad to start a conversation.

Schedule a consultation