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Francis  Friend

Francis Friend

Associate Advisor

Francis Friend is an Associate Advisor with a background in insurance and small business. He is skilled in Retirement Income Planning and Wealth Management, Investment Advisory, Mutual Funds, Annuities, Life Insurance, and Long-Term Care Insurance. He has been in the customer service and insurance industry since 2008 and holds his Series 7 and 66 securities licenses. His mission is to help his clients pursue their financial goals and maintain financial independence. He believes wealth building is a partnership and focuses on each client’s best interest.

Francis enjoys reading, hiking, and home brewing. He and his wife, Glynis, have two young daughters.