Procopio Wealth Management Group

Frank B. Procopio

Senior Vice President/Investments

Frank B. Procopio is a financial advisor providing guidance to high-net-worth individuals, institutional clients, senior management, and directors of public companies since 1986.

Frank joined Ryan Beck in 1991, and after a series of promotions, he became a Senior Vice President in 1999. He joined Stifel as a Senior Vice President/Investments through the acquisition of Ryan Beck in 2007.

In addition to providing investment guidance, Frank has extensive experience in private wealth management and retirement income strategies.
 
Frank attended Seton Hall University, where he graduated with a Bachelor of Science in Business Administration with an emphasis in Finance from the Stillman School of Business. For pleasure, Frank enjoys boating, fishing, and golf. He resides locally in Shrewsbury with his wife and three children.

Cari Pakula

Client Relationship Manager

Cari has more than 30 years of financial services experience in various aspects of the industry, joining Stifel through its acquisition of Ryan, Beck & Co. in 2007. She focuses on assisting clients with their administrative needs while delivering a high level of service. Cari also coordinates client meetings, reviews, and client communications. She holds Series 7, 63, and 65 securities licenses.

Outside the office, Cari lives in Marlboro with her husband, Adam, and their son, Brandon. In her free time, she enjoys traveling and reading.