Pete Frantzis, CEPA

Pete’s financial services career began at Barnett Bank, where he was a senior-level executive for 16 years. In 2002 he joined Merrill Lynch and transitioned to UBS in 2012 along with other members of the Cyndeo team. Pete enjoys developing and introducing new relationships to the firm as well as working on direction and strategy for the families we serve. He oversees the business development efforts at Cyndeo.

A first-generation American of Greek descent, nothing brings a smile to Pete’s face more than his family. He lives in Lakeland, FL, with his wife Sheri, and they have four adult children, Kaylea, Brandi, Ali, and Robby, as well as three grandchildren, Brayden, Jaxtyn and Landyn. Pete was a member of the SEC championship baseball team at Mississippi State University before completing his studies at the University of Tampa. In his leisure time, Pete enjoys the outdoors, hunting, and teaching his grandkids in baseball. His community work includes being a board member of the Central Florida Development Council, Young Life Ministries, and Idols Aside Ministries.