Frances Cronlund
CIMA®, CExP™, CTFA, CFP® Curi Capital
- Role
- Senior Wealth Advisor at Curi Capital
- Location
- Raleigh-Durham-Chapel Hill, NC, US
- LinkedIn followers
- 500 followers
About Frances Cronlund
With over 25 years of wealth management experience, Frances’ specialty is guiding ultra…
Experience
Senior Wealth Advisor
Aug 2019 — Present · Raleigh, NC, US
Ultra high net worth relationship manager and wealth planner serving individuals, families, and business owners to establish, implement and monitor comprehensive wealth management strategies tailored to their specific needs and objectives.
Education
Salem College
Bachelor's degree, Business Administration specializing in Economics
BEI ( Business Enterprise Institute)
Advanced Exit Planning Strategies for Business Owners
2018 — 2018
College for Financial Planning
CFP® Education Program
Campbell University
Southeastern Trust School
The Wharton School
Wharton Certified Investment Management Analyst Program, Finance and Investments
2015 — 2015
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