Frances partners with clients as they develop and manage their goals-based and comprehensive wealth plan. She takes the time to thoroughly understand her client’s goals, resources, and life perspective, and then collaborates with them to develop a personalized plan that is well coordinated, objective, and personally meaningful.

Before joining Curi Capital, she worked as a Senior Vice President and Senior Wealth Planning Specialist at First Citizens Bank, where she built an ultra-high net worth wealth planning offering. She also served as Vice President and Financial Planning Strategist at BB&T, where she launched a fee-based wealth planning offering that was scaled to support a growing footprint across eight states and three market segments.

Frances earned a BA from Salem College in Business Administration, with an Economics specialization.

Registered Rep

Investment Advisory Services are offered through Curi Capital. Securities are offered through Lion Street Financial, LLC. (LSF), member FINRA & SIPC. LSF is not an affiliated company.