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Brandon FrancoSenior Private Wealth Relationship Manager
Biography
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As a Senior Private Wealth Relationship Manager at Generation Capital Advisors, I am dedicated to enriching your overall experience with our firm. Serving as your primary point of contact, I leverage our vast resources to deliver personalized service according to your preferences.
My mission is to bring the human element of wealth planning to every interaction we have, so you always feel heard, understood, and supported throughout your financial journey. I believe that wealth management goes beyond investments; it's about understanding your unique circumstances and what truly matters to you and your family.
I was initially drawn to the industry to help people make better decisions about their money and serve as an integral part of their wealth story. During my time at Morgan Stanley Private Wealth Management, I gained valuable experience learning the complexities ultra-high net worth families face. Today, I find tremendous satisfaction in watching others succeed. Knowing I've played a role in that success is incredibly fulfilling.
At Generation Capital Advisors, we have a strong reputation for serving multi-generational families. Our Generation 360 process is built on the foundation of education, preparation, and legacy. Whether you've inherited assets, benefited from an ESOP plan, or recently sold a company, I provide financial education and empowerment to our second and third generation clients. From custom balance sheets and financial plans to bill pay services and coordinating with key advisors, we’ll bring structure and execution to grow and preserve your own wealth.
What sets me apart from other advisors is my ability to nurture relationships. I take the time to understand you and your family, your stories, and your life experiences. This connection fosters trust and makes the financial planning process smoother and more meaningful.
I am a proud graduate of Providence College, where I earned a B.S. in Finance. Outside of the office, I enjoy golfing, fishing, hockey, and participating in fitness challenges like Spartan Races.
Let’s Build Your Financial Future Together
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