William Francavilla offers suggestions on the kinds of questions investors should ask potential financial advisors or wealth management counselors. This includes asking about experience, and the companies they have worked with and how many times they have changed firms.
Author & Former Director of Wealth Wealth Management, Legg Mason
William Francavilla is a former senior vice president and was the corporate director of wealth management for Legg Mason, Baltimore, Maryland. He has over 30 years of experience in the financial industry, serving as branch manager, regional sales director and senior financial adviser trainer. He is also a certified financial planner. He has spoken to many Fortune 500 companies and is the author of the newly published book, “The Madoffs Among Us: Combat the Scammers, Con Artists, and Thieves Who Are Plotting to Steal Your Money” (Career Press, 2018).
