William Francavilla talks about how certified public accountants can be very helpful in minimizing tax exposure. He points out some of the products or investment options that can help with lowering tax obligations.
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).
