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William M. Francavilla

William M. Francavilla

Area(s) of Expertise: Coaching, Ethics, Finance, Leadership, Sales Management
Key Industries: Consulting, Investment, Not-for-Profit
Email: wmfrancavilla@wm.edu

Experience

Independent Consultant to the Financial Services Industry
Coach financial advisors and their firms regarding measures designed to maximize revenues and efficiencies.

Legg Mason, Director of Wealth Management
Led a team of CPAs and Estate Planning attorneys assisting high net worth families and individuals with sophisticated financial and wealth management matters.

Legg Mason, Divisional Sales Manager
Presented timely financial and marketing information to 30+ branches, assisted financial advisors with their professional goals. Branch Manager in Williamsburg and Newport News. Branch Compliance Officer, responsible for hiring and staffing all personnel, mentoring younger advisors.

Legg Mason, Financial Advisor
Assisted families, individuals and companies with critical investment and wealth management decisions. Several hundred million dollars under personal management.

Other 
Author, "The Madoffs Among Us" a book that warns readers that the biggest threat of one's wealth just might be from the people they trust.

Education

  • Postgraduate certificates:
  • Executive Education Leadership Principles, University of Virginia
  • Securities Industry Institute, Wharton School, University of Pennsylvania
  • Certified Financial Planner, College for Financial Planning, Denver, CO
  • BA, Psychology, University of Dayton, Dayton, OH