Our People:
K. Johnston
R. Fratesi
J. Jones
L. Greene

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J. KEVIN JOHNSTON, CFP
Principal

Kevin, cofounder of Financial Resource Management, has 13 years of financial services experience. In addition to working closely with clients, Kevin also serves as the firm's registered securities principal. He is a member of several professional organizations, such as The Financial Planning Association, and is a charter member of the National Association of Philanthropic Planners. Kevin currently serves on the board of the Exchange Club Family Center and is Board Chairman of Eikon Ministries, Inc. an inner-city discipleship and leadership ministry.  Kevin holds Series 7, 24, 63, 65 and 31 licenses with the National Association of Securities Dealers (NASD).
[eMail: kjohnston@financialresourcemanagement.com]

ROBERT J. FRATESI, CPA
Principal

Bob has a total of 30 years experience in public accounting, investment banking, and large publicly held companies. He began his accounting career with KPMG. Subsequently, Bob joined the Union Planters Investment Banking Group, where he held the position of Chief Financial Officer for ten years. Bob also served in Memphis as Managing Director of the North American Financial Services Center of APL Limited, an international shipping company. In addition to being a CPA, Bob holds securities and insurance licenses.  He has served on numerous boards in the Memphis community, including Crichton College, Young Life, Evangelical Christian School, First Evangelical Church, and The Baddour Center. Bob also teaches continuing education courses for CPA's on a variety of financial and planning related topics.  Bob holds Series 6, 62, 63, and 65 licenses with the National Association of Securities Dealers (NASD).
[eMail: rfratesi@financialresourcemanagement.com]

JEFFERY A. JONES

Jeff's primary focus is in the Client Service area, interacting with clients to ensure that their needs are met and their expectations are exceeded. He also is responsible for preparing various financial analysis and insurance programs on behalf of our clients. Jeff has been with Financial Resource Management for ten years and holds both securities and insurance licenses.  Jeff holds Series 7, 63 and 65 licenses with the National Association of Securities Dealers (NASD).
[eMail: jjones@financialresourcemanagement.com]

J. LEE GREENE, JR., MBA
Principal

Lee's practice is concentrated in personal financial and estate planning, executive benefit programs, and asset accumulation strategies. After receiving his MBA from Georgia State University, Lee spent 11 years in the computer industry primarily with IBM Corporation. He has 8 years of experience working with clients to develop winning financial strategies.  Lee holds Series 6, 62,63 and 65 licenses with the National Association of Securities Dealers (NASD).
[eMail: lgreene@financialresourcemanagement.com]

 

775 Ridge Lake Blvd., Suite 150, Memphis, TN 38120
Phone: (901) 767-5755 Toll Free: (800) 727-0029 Fax: (901) 767-5754


Securities offered through Private Consulting Group, Inc.
A Registered Investment Advisor, Member NASD & SIPC