Bart Francis
Managing Director
- Role
- Managing Director at Oxford Financial Group, Ltd.
- Location
- Palm Beach, FL, US
- LinkedIn followers
- 500 followers
About Bart Francis
Seasoned leader with broad and deep technical, sales, business, and experiential background in financial, estate, investment, trust, and tax planning. Primary current focus is to provide outstanding service including developing, implementing, and monitoring creative strategies for multigenerational wealthy families to help them enhance and preserve their wealth. An additional important focus is on building teams and developing staff to support these efforts. Licensed as a CPA for more than 25 years and passed the Series 7 and 66 examinations from FINRA.
Experience
Managing Director
Apr 2023 — Present · Palm Beach, FL, US
Education
Widener University
Master’s Degree, Taxation
Virginia Tech - Pamplin College of Business
Bachelor’s Degree, Accounting
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