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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.
Internal Sales Desk: 888-225-4250
Monday to Friday from 8:00am — 7:00pm ET
Email Us
RIA Account Services: 866-821-7514
Email Us
The Private Wealth Division serves Registered Investment Advisors, Family Offices, Private Banks, and Bank Trusts.
Click to See Teams for Each Region
Click region to see teams for each region.
Paul McKenna, CFP®
Private Wealth Director
Private Wealth Division
Paul.McKenna@franklintempleton.com
Aaron Dale
Private Wealth Consultant
Private Wealth Division
Aaron.Dale@franklintempleton.com
Schedule a Phone Appointment with Aaron
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
Daniel Rodriguez, MBA, CIMA®
Private Wealth Director
Private Wealth Division
Daniel.Rodriguez@franklintempleton.com
Greg Manger
Private Wealth Consultant
Private Wealth Division
Greg.Manger@franklintempleton.com
Schedule a Phone Appointment with Greg
Thomas Bloomer, CFP®, CAIA®
Private Wealth Director
Private Wealth Division
Tom.Bloomer@franklintempleton.com
Russ Pygott, CIMA®
Private Wealth Consultant
Private Wealth Division
Russ.Pygott@franklintempleton.com
Schedule a Phone Appointment with Russ
Jay Schmidt
Private Wealth Director
Private Wealth Division
James.Schmidt@franklintempleton.com
JG Guidera
Private Wealth Director
Private Wealth Division
JG.Guidera@franklintempleton.com
Shane Ward, AIF®
Private Wealth Consultant
Private Wealth Division
Shane.Ward@franklintempleton.com
Schedule a Phone Appointment with Shane
Paddy Stanton, CIMA®
Private Wealth Director
Private Wealth Division
Padraic.Stanton@franklintempleton.com
Greg Manger
Private Wealth Consultant
Private Wealth Division
Greg.Manger@franklintempleton.com
Schedule a Phone Appointment with Greg
Jake Walter
Private Wealth Director
Private Wealth Division
Jake.Walter@franklintempleton.com
Jim Bodson
Private Wealth Consultant
Private Wealth Division
Jim.Bodson@franklintempleton.com
Schedule a Phone Appointment with Jim
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
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
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
Michael Wolman
Private Wealth Director
Private Wealth Division
Michael.Wolman@franklintempleton.com
Shane Ward, AIF®
Private Wealth Consultant
Private Wealth Division
Shane.Ward@franklintempleton.com
Schedule a Phone Appointment with Shane
James Mitchell
Private Wealth Director
Private Wealth Division
James.Mitchell@franklintempleton.com
Richard Parrey, CIMA®
Private Wealth Consultant
Private Wealth Division
Richard.Parrey@franklintempleton.com
Schedule a Phone Appointment with Rich
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Franklin Templeton Distributors, Inc.
This website is for US residents.
This website is for US residents.
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