Francine is a Client Service Associate at Legacy Private Wealth Partners. She began her career in the financial services industry in 1992, gaining extensive experience while working with prestigious firms such as Merrill Lynch, UBS, Edward Jones and NY Life. She has successfully obtained her Series 7 and insurance licenses, showcasing her professionalism and dedication to her field. Utilizing her experience and knowledge working with high-net-worth clients, she thrives on providing excellent concierge service.
Originally from New York, Francine enjoys a fulfilling life surrounded by her two grown children, and three grandchildren. In her free time, she pursues her passions for painting, cooking and gardening along with cherishing moments spent with her family.
Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors, LLC d/b/a Legacy Private Wealth Partners are not affiliated companies.
Fidelity Investments (“Fidelity”) is an independent company unaffiliated with Concurrent Advisors or Legacy Private Wealth Partners. Fidelity is a service provider to both. There is no form of legal partnership, agency affiliation, or similar relationship between your advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Investments provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1096686.1.0.