Francesca LeFrancois
By listening carefully to your unique circumstances and priorities, we work together to design a comprehensive strategy for managing investment risk and pursuing long-term financial success. Whether it be maintaining income in retirement, growing your business, funding a family member’s education or preserving wealth for the next generation, I involve you in every step of the process. My approach is built on trust and collaboration, with a focus on adapting your plan as life changes and building relationships that go far beyond the numbers.
NMLS# 2431567
As your Merrill advisor, I offer advice based on your goals and priorities–not only for yourself, but for your family and business. Our ability to collaborate places you—not the market—at the center of our work together. I can help you understand the pros and cons of every decision, and help you maintain discipline so you can effectively pursue your goals. As your needs or market conditions change, I will continue to work with you so we can agree upon adjustments to your plan.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
