Private Wealth Division

Franklin Templeton has a long-standing commitment to financial professionals founded in the value of advice. With this commitment, we have a team of seasoned professionals and resources dedicated to providing exceptional service to independent investment advisers.

Our professionals serve as a knowledgeable resource in representing our broad range of investment strategies and products to meet your clients’ needs. We also have the resources and expertise to provide in-depth information and analysis to service your due diligence process.

Contact Us

Regional Teams

The Private Wealth Division serves Registered Investment Advisors, Family Offices, Private Banks, and Bank Trusts.

Northwest Region

Jonathan Burley
Private Wealth Director
Private Wealth Division
Jonathan.Burley@franklintempleton.com

E. James Clark, CFP^®
Private Wealth Consultant
Private Wealth Division
James.Clark@franklintempleton.com
Schedule a Phone Appointment with James

Southwest Region

Michael Cochrane
Private Wealth Director
Private Wealth Division
Michael.Cochrane@franklintempleton.com

Richard Parrey, CIMA^®
Private Wealth Consultant
Private Wealth Division
Richard.Parrey@franklintempleton.com
Schedule a Phone Appointment with Rich

Rockies & Heartland Region

David Henry 
Private Wealth Director
Private Wealth Division
David.Henry@franklintempleton.com

Shane Ward, AIF^®
Private Wealth Consultant
Private Wealth Division
Shane.Ward@franklintempleton.com
Schedule a Phone Appointment with Shane

Midwest Region

Paddy Stanton, CIMA^®
Private Wealth Director
Private Wealth Division
Padraic.Stanton@franklintempleton.com

Shane Ward, AIF^®
Private Wealth Consultant
Private Wealth Division
Shane.Ward@franklintempleton.com
Schedule a Phone Appointment with Shane

South Central Region

Jennifer Alberding
Private Wealth Director
Private Wealth Division
Jennifer.Alberding@franklintempleton.com

Jim Bodson
Private Wealth Consultant
Private Wealth Division
Jim.Bodson@franklintempleton.com
Schedule a Phone Appointment with Jim

Northeast Region

Mike Slocum
Private Wealth Director
Private Wealth Division
Mike.Slocum@franklintempleton.com

Aaron Dale
Private Wealth Consultant
Private Wealth Division
Aaron.Dale@franklintempleton.com
Schedule a Phone Appointment with Aaron

Mid-Atlantic Region

Daniel E. Rodriguez, M.B.A.
Private Wealth Director
Private Wealth Division
Daniel.Rodriguez@franklintempleton.com

Kevin Hudson
Private Wealth Consultant 
Private Wealth Division
Kevin.Hudson@franklintempleton.com
Schedule a Phone Appointment with Kevin

Southeast Region

Brian Mackin
Private Wealth Director
Private Wealth Division
Brian.Mackin@franklintempleton.com

Brad Hales, CIMA^®
Private Wealth Consultant
Private Wealth Division
Brad.Hales@franklintempleton.com
Schedule a Phone Appointment with Brad

Management Team

JONATHAN KINGERY, CFP^®, AIF^®

• Head of Private Wealth Division
  Jonathan.Kingery@franklintempleton.com

MICHAEL STROBEL

• Internal Sales Manager
  Private Wealth Division
  Michael.Strobel@franklintempleton.com