Francie plays an integral role in serving our clients, working with our team to communicate information and address all needs and requests. She takes care of the administrative needs of our team, and assists clients with any questions or requests they may have in a timely and efficient manner. Empathetic and detail-oriented, her goal is to always make working with us easy and effortless.
Francie also manages a wide array of duties, from handling account maintenance, service requests and client communications to assisting with our team’s marketing efforts.
Francie enjoys fostering close relationships with the families and individuals we serve, and helping ensure that they receive the highest level of attention and support. She holds Series 7, 9, 10, 63 and 65 securities licenses as well as life and health insurance licenses.
Before joining Raymond James in April 2020, Francie was a control specialist at Wells Fargo Advisors and the operations manager at A.G. Edwards & Sons, Inc., in Garden City, New York.
Francie is a Long Island native. When not in the office, Francie enjoys spending time with her family and friends, reading and taking fitness classes. An avid animal lover, Francie is also dedicated to serving the community by volunteering regularly at her local cat rescue.