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Matthew J. Francis, MBA
Client Services Manager, PWM

Matthew functions as the client services manager for Plail Wealth Management, an affiliate of Crux Wealth Advisors. Within his role, he primarily focuses on relationship management, client support and overall operations among the team.

Prior to joining our team in 2021, Matthew collected a wealth of knowledge and experience from a variety of industries. He has held roles as a marketing and digital media coordinator, hospital relations manager, and private wealth banking specialist. Throughout his professional journey, he has remained consistent and passionate about assisting others reach their personal goals. Whether that was getting healthy throughout a hospital stay or achieving financial stability through banking strategies, he always kept his clients’ or patients’ desires as his top priority.

As the client services manager, he continues to embrace his caring and personable demeanor as he strives to keep clients at ease throughout their financial journey. He provides consistent, reliable, and personalized service to ensure clients clearly understand their current situation and the direction of their plan. Along with this, he is energized by the ever-changing financial industry and the need to remain up-to-date on the latest trends. He enjoys the intellectual challenge, requiring him to think and seek out a deep understanding.

Matthew earned his MBA from the State University of New York at Buffalo and his Bachelor’s Degree with a concentration in Mathematics from the University of Rochester.

Matthew Francis

When I'm outside of the office, I love dedicating my time to my many interests and challenging myself intellectually. I enjoy learning new skills, focusing on personal development, and embracing my passion for music. Currently, I am the lead singer in a local band in Buffalo and am learning to play the piano. I have also had many fantastic opportunities throughout my life to showcase my passion for music. I once sang the national anthem at a Buffalo Bills game, was on two reality television shows for singing, and even traveled to Africa to perform a cultural exchange program for music with a local Kenyan school system.

I am originally from the Buffalo area and feel fortunate that I am able to be close to my family and longtime friends. I like to keep active and stay physically fit through strength training or by competing in sports such as football, baseball, bowling and golf. I also take the opportunity to travel whenever I can and explore new places. My dream vacation would be to visit the pyramids of Egypt or the Colosseum in Italy. When relaxing at home, I enjoy watching a thrilling TV series or getting lost in a good book.

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