The Management of Great Southwest Regional Center, LLC has a combined experience of over 74 years within the financial world.
Robert W. Frost
Chief Executive Officer, Principal, Great Southwest Regional Center, LLC
Mr. Frost serves as President and Chief Executive Officer of both Confidant Wealth Management Group, LLC and Frost Rains Holdings, LLC.
Mr. Frost has held key sales and management positions with several nationally known corporations in the financial services, computer, market research, and pharmaceutical industries, such as International Data Corporation and Merck-Medco. Mr. Frost initially developed the original concept of the ERISA medical bill audit review process, and has extensive knowledge about ERISA regulations. He is often called upon by attorneys involved in ERISA litigation to provide expert testimony about hospital overcharges and inaccuracies in billing. Mr. Frost has been recognized as an expert witness in medical bill reviews by multiple courts, both state and federal.
Mr. Frost’s ERISA background and expertise has enabled him to provide consultation as an Investment Advisor within the 401k, 403b, and Defined Benefit Plan marketplace. Mr. Frost formerly worked with Shearson, Lehman, American Express and Merrill, Lynch, Fenner, and Smith and held series 7 and 63 securities licenses in addition to commodity and Group I insurance licenses.
For nine years Mr. Frost has served on the Board of Directors of the West Texas A&M University Foundation and is its past president.
Mr. Frost served one tour of duty as a combat helicopter pilot in the Republic of South Viet Nam where he was decorated with the Bronze Star. He currently serves as Chairman Emeritus of the Combat Helicopter Pilots Association.
Mr. Frost was awarded an MBA in Business Management from The University of Dallas.
Kenneth W. Frost
President, Great Southwest Regional Center, LLC
Managing Director, Chief Investment Officer, Confidant Wealth Management Group, LLC
Mr. Frost became a fully licensed Registered Representative with Dean, Witter, Reynolds, Inc. in 1984. He brings to the company over 29 years of Financial Services Industry experience, having worked in numerous senior level positions with several prestigious major Brokerage Firms.
As a Senior Vice-President with Legg, Mason, Wood, Walker, Inc. (now Smith Barney), Mr. Frost worked with International and Institutional Clients continuously serving as "Confidant" to High Net Worth Individual Investors. While at Legg Mason, he was considered a Retirement Plan Expert and Post-Retirement Specialist. During his tenure as First Vice-President with Bank of America, he was the Central Texas Region top producer and leading representative in Fund Strategies, Bank of America’s Mutual Fund fee-based program launched in 2000.
While a Senior Vice-President at Paine Webber, Inc. (now UBS), he served on the highly acclaimed International Focus Committee in New York City and was a member of the prestigious President’s Club and Board of Director’s Club. Throughout the years, Mr. Frost has sharpened his international investing skills while extensively traveling to financial centers throughout the world including London, Zurich, the Cayman Islands, Mexico City, and Latin America. Mr. Frost has a vast network of numerous investment contacts internationally, primarily in China and Mexico.
Fully licensed, including holding Securities Series 7, 63, and 66 licenses, along with a Group I Insurance license, Mr. Frost has decided to remove himself from the “commission world” and work strictly on a fee basis using his Series 66 Registered Investment Advisor License. This decision enables him to adhere closely to the Confidant Wealth Management Philosophy of always maintaining “Confidentiality, Trust, Transparency and Full Disclosure”.
Mr. Frost attended The University of Texas Arlington, El Centro College (A.A. Degree), and The University of Texas Austin McCombs School of Business.