Bart Francis
Managing Director at Oxford Financial Group, Ltd
Based in Palm Beach, United States
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Seniority
Director
Department
General Business & Management
Location
Palm Beach
Industry
Financial Services
Company size
229
Contact information
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b•••••••@ofgltd.com
Phone
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Background
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.
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