Frances Cronlund Email & Phone Number

With over 26 years of wealth management experience, Frances’ specialty is guiding ultra high net worth families and business owners through a comprehensive wealth planning process. When working with an Advisor, planning is a collaborative and interactive process. It creates a space where clients can take a break from reacting to their financial life and instead proactively design their financial life.Clients enjoy the opportunity to express freely and openly their financial aspirations, feelings, and family dynamics. Frances’ subject matter expertise includes wealth accumulation, investment diversification, behavioral finance, retirement cash flow, estate transfer and business owner exit planning. Frances graduated from Salem College with a BA in Business Administration with an Economics specialty (1997), Campbell University’s Southeastern Trust School (1999), The College of Financial Planning (2005), The Wharton School’s Certified Investment Management Analyst Program (2015), and BEI’s Advanced Exit Planning Series (2018). Frances is FINRA licensed in Series 7, 65 & 63 and NC licensed in Life, Health, Long Term Care, and Medicare Supplement. When not in the office, Frances enjoys marathon training on Raleigh’s beautiful greenway or traveling to new destinations with her husband, Matt, and their two children. CERTIFIED FINANCIAL PLANNER™Certified Investment Management Analyst®Certified Trust & Financial AdvisorCertified Exit Planner (CExP™)Farr Associates, Intensive Executive Development WorkshopSecurities are offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services are offered through Curi RMB Capital, an investment advisor registered with the SEC. Lion Street Financial, LLC is not affiliated and does not provide tax or legal advice, nor does Curi Capital. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) that are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional can transact business in your state.