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). #DESCRIPTION
William Francavilla suggests there are several types of financial advisors it makes sense to avoid when you are choosing someone to help with your investments and wealth management. He points out three types of individuals that are probably not a good choice for a financial consultant. According to Francavilla, a good financial consultant is one with experience, has humility, is principled and is focused on providing the right solution.
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