FRANCES CRONLUND CIMA®, CExP™, CTFA, CFP®
Managing Director, Wealth Strategy
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.
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.