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Frank Dickert 
(he/him)

Research Lead

Head of Client Services

frank@barristerfinancial.com

(413) 727-8764

Frank has been Kathy's right-hand man for over 15 years, playing an integral role in fostering the firm's client relationships. He began his career in wealth management at Morgan Stanley in Springfield, MA prior to joining United Wealth Management Group where he began working alongside Kathy.

Frank serves as Research Lead and Head of Client Services at Barrister Financial. In these roles, Frank advises Kathy on current market trends and reallocation strategies for client portfolios and oversees all communications with clients.

Frank lives in Hatfield with his wife and has two grown children, Brielle and Pat, who are his world. When not in the office at his "post", he can often be found taking his daily walks through downtown Northampton and stopping in to see his favorite local shop owners along the way.

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Connect With Us:

150 Main Street

Suite 16

Northampton, MA 01060

(413) 727-8764

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©2026 by Barrister Financial. 

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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Barrister Financial is not affiliated with Kestra IS or Kestra AS. Kestra IS, Kestra AS, and Barrister Financial do not offer tax or legal advice. Barrister Financial is not a law firm and does not provide legal or tax advice. General tax and estate concepts for educational purposes only. 

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. 

For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872). 

 

Investor Disclosures

Balancing Rocks

We are proud to live and work in a vibrant and diverse community and our clients are a reflection of that beautiful diversity.

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