Former Legg Mason Director of Wealth Management
Joins Middleburg Wealth Management
Middleburg, VA, Oct 6, 2014: Middleburg Wealth Management (MWM), a member of Washington Wealth Management LLC, is pleased to announce that William M. Francavilla, CFP®, has joined the firm as Director of Wealth Management. Mr. Francavilla, a former Director of Wealth Management, Branch and Division manager for Legg Mason, and a 28-year veteran of the financial services industry, expects to work with a select clientele and further develop estate-planning strategies with MWM.
“Bill’s goal is to always achieve at the highest level, whether as a producer, advisor coach, published author, sales trainer or public speaker,” says Julie-Anne Lewis, CEO of MWM. “His 28 years of experience and reputation speak for themselves, and will add tremendous value to Middleburg Wealth Management and, especially to our clients.”
Mr. Francavilla expects to have several roles at MWM, and his background as a published author on baby-boomer investing, a financial advisor who in the past has managed over 250 million under management, trainer/business coach, and branch manager will all come in handy. “Julie-Anne and her team are in growth mode and I look forward to lending support where needed, whether it’s assisting her client’s estate planning needs, focusing on new asset acquisition, or developing strategies designed to preserve wealth in an ever changing market environment.” Francavilla continues, “There are many firms I could work for but Julie-Anne and her team clearly distinguish themselves with their commitment to client service above all else, and I’m proud to ally myself with them. They are among the best I’ve seen.”
“This is a big move for us,” adds Lewis. “It underlines our commitment to growing through excellence and only adding the best of the best when it comes to partners.”
“Investors have many choices. I joined MWM because I believe in it’s mission and their people,” adds Francavilla. “I think the independent space, legally bound to fiduciary care, is the most vibrant and exciting place to be in our business today. Julie-Anne and MWM are destined to be leaders in investment management.”
Securities offered through NFP Advisor Services, LLC (NFPAS), member FINRA/SIPC. Investment Advisory Services offered through Washington Wealth Management. Middleburg Wealth Management is a member of Washington Wealth Management, an affiliate of NFPAS. Middleburg Wealth Management and NFPAS are not affiliated.
ABOUT WASHINGTON WEALTH MANAGEMENT
Based in San Diego, CA, Washington Wealth Management LLC (WWM) is a hybrid registered investment adviser (RIA) supporting fee and transaction-based independent financial advisor teams across the nation. WWM was established by wirehouse veterans with the express purpose of enabling former wirehouse financial advisors to achieve independence and growth. The firm's platform is comprised of an independent RIA, and a multi-custodian offering, in association with NFP's independent broker/dealer, in order to provide its financial advisors with an open architecture platform and independence across both fee and transaction-based business models. WWM was named one of the 50 fastest-growing RIA firms by Financial Advisor magazine in its 2014 rankings, and was recognized by the Financial Times in its 2014 list of the top 300 RIA firms in the United States. WWM has offices in San Diego, Los Angeles and Orange County, CA; Westport, CT, Middleburg, VA and Salt Lake City, UT. More information is available at http://www.washwm.com.
National Financial Partners Corp. (NFP), along with its benefits, property & casualty and life insurance, and wealth management businesses, provides diversified advisory and brokerage services to companies and high net worth individuals. NFP operates in three business segments. The Corporate Client Group provides corporate and executive benefits, property and casualty insurance, and retirement plans. The Individual Client Group provides retail and wholesale life insurance brokerage and wealth management advisory services. Advisor Services Group supports independent financial advisors by offering broker/dealer and asset management products and services.
Most recently, NFP was ranked by Business Insurance as the fifth-largest benefits broker by global revenue, fourth-largest U.S.-based privately owned broker and 11th-largest Largest Broker of U.S. Business. Plan Sponsor has named NFP the fifth-largest executive benefits provider of nonqualified deferred compensation plans by number of plans. The company also operates a top 10 independent broker/dealer as ranked by WealthManagement.com. For more information, visit www.nfp.com.
If you have any questions please contact Yvonne Gough at 540.266.3171 or visit our website at www.middleburgwm.com