William Francavilla explains some of the ways that consumers can check out the backgrounds of financial planners or investment managers. He provides a website that consumers can use to get information. Francavilla talks about what to look for when choosing a financial planner.
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).
