Francesca LeFrancois
Francesca is committed to helping clients feel confident and informed about their financial decisions. She takes an educational approach to wealth management, ensuring clients understand the strategies behind their investments and long-term plans. By focusing on clarity and collaboration, Francesca empowers clients to make choices that align with their goals and values.
Her dedication centers on guiding individuals and families through the complexities of financial planning in a way that feels approachable and transparent. Francesca believes that when clients understand the “why” behind their plan, they are better equipped to stay on track and achieve the life they envision.
After completing an internship with Merrill during college, Francesca joined the firm full-time in 2022. She graduated from the University of Virginia with a degree in Economics and double minors in Data Analytics and Psychology. Francesca holds FINRA Series 7 and 66 registrations and the Chartered Retirement Planning Counselor™, CRPC™ designation.
Francesca was born and raised in Vienna, VA and enjoys serving clients in her hometown. Outside the office, she likes playing pickleball, traveling, reading, cooking, and chasing her three nephews around.
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.
