Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
I believe in families, complex as they may be, and that honest communication is instrumental to success in managing life’s challenges. That is why I work to engage your family in the financial decision-making process, look for opportunities to educate the younger generation, and facilitate family wealth discussions that may be difficult to initiate on your own.
I believe you find value in a one-on-one relationship with someone dedicated to knowing who you are and what you want to accomplish. Someone who knows your kids’ names, how hard you worked to get where you are, how you define a successful life and how you view your wealth. Someone who understands that your investments should be consistent with your beliefs and helps you develop an investing strategy that is focused on helping you pursue your financial goals.
My commitment centers on helping you achieve your goals by making your needs and wants a priority. My advice and strategies are guided by what’s important to you, and our success is defined by your satisfaction over time. My mission is to be the steady, insightful resource you need to help pursue your goals and preserve your wealth.
Francis joined Merrill Lynch Wealth Management in 2018, after over two decades in the financial services industry guiding business owners. He provides goals-based wealth management to business owners and their families. On their behalf, he offers boutique-like attention and the broad resources of a global financial institution—from the investing insights of Merrill Lynch, to the access to trust and fiduciary services from Bank of America Private Bank, to the banking convenience of Bank of America.
Our team is involved with local communities, assisting charitable organizations such as If Given a Chance, Social Advocates for Youth, Habitat for Humanity, COPE, Voices, Napa Hunger Project, and others. For more information about how we can help you pursue your goals and dreams, contact us at your convenience.
Personalized advice, disciplined investing and ongoing review can make this a reality.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Director, Retirement Plan Manager
Retail Sales Manager-Covered NMLS # 595172
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill's asset aggregation tool
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.