Fran joined Adviser in 2021 as a senior relationship manager. He has worked in the financial services industry since 1995 and served in both retail and institutional roles at Fidelity Investments as a Vice President. Fran also worked Avantax Investment Services as a Regional Director prior to joining Adviser. He is passionate about financial planning and helping clients achieve successful outcomes. Fran is a CERTIFIED FINANCIAL PLANNER™ professional who earned his B.A. in communications from Stonehill College. He resides with his wife and three daughters in Milton, MA.
For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.