Team

Financial
Resource
Management

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901-767-5755

775 Ridge Lake Blvd Suite 150
Memphis, TN 38120

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Team

 
As a partner with FRM, Bob helps clients address all major aspects of their financial lives and provides the roadmap needed to achieve their financial goals. He develops and implements financial strategies for individuals, families and...

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As a partner with FRM, Lee’s primary responsibility is to help clients achieve their financial goals. His clients are individuals, families, and closely-held business owners, and he has spent over 20 years offering sound strategies to...

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Kevin Johnston founded Financial Resource Management in 1994 to help clients get their financial lives in order so they can focus on other areas that are more important than money, such as family, friends, health and fitness, their...

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Jonathan is a Vice President with Financial Resource Management (FRM). He develops and implements financial strategies for individuals, families, and closely-held business owners. He seeks to be comprehensive and responsive in his...

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Carol Shelton

Executive Assistant to Bob and Jonathan Fratesi

901-767-5755

Carol has been with Financial Resource Management since February 2008 and serves as Executive Assistant to Bob and Jonathan Fratesi. She brings 30+ years of administrative experience to FRM and enjoys direct interaction with clients....

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Megan Murphree

Executive Assistant to J. Kevin Johnston

901-767-5755

901-767-5754

Megan joined Financial Resource Management in November 2014 after working 15 years in the financial industry. She is currently Kevin Johnston’s executive assistant and enjoys helping clients realize their financial dreams. Born and...

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Katie Younts

Executive Assistant to J. Lee Greene, Jr.

901-767-5755

901-767-5754

Katie joined Financial Resource Management in August 2016. As Lee Greene’s assistant, Katie’s previous experiences have helped develop a skill set that includes client communication, professionalism in the workplace, and...

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Corrie Scoby

Director of Operations and Compliance

901-767-5755

901-767-5754

As Director of Operations and Compliance, Corrie Scoby performs the functions of broker-dealer branch manager and serves as the firm’s Chief Compliance Officer. After receiving her BBA from the University of Memphis, Corrie...

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities Products offered through Arete Wealth Management, member SIPC/FINRA/NFA.  Financial Resource Management is a Registered Investment Adviser.