As a wealth advisor and CERTIFIED FINANCIAL PLANNER™ Professional, Frances builds lasting client relationships rooted in trust, empathy, and personalized service. She develops and monitors comprehensive financial plans for her clients to help them achieve their goals. Frances finds deep satisfaction in seeing her clients’ goals come to life and takes pride in creating a welcoming environment where they feel supported on their journey to Economic Freedom™.
Frances’s passion for financial planning began in high school with an accounting class that sparked her interest in personal finance. She found her calling in financial planning, which allowed her to address a broader range of financial needs. Guided by her mentor, Max Wrenn, a seasoned financial advisor, Frances developed into a trusted advisor herself.
She earned her bachelor’s degree in 1997 from Appalachian State University, graduating with a double major in finance and banking. Frances joined Wrenn Financial Strategies shortly after, and the firm later became part of Mercer Advisors in 2022. She earned her CFP® certification in 2000. Frances takes a comprehensive approach to planning, collaborating with clients on retirement modeling, investment portfolio design, and account management. Her goal is to help clients make confident, informed decisions at every stage of life.
Originally from Newton, North Carolina, Frances now lives in Raleigh with her husband and two children. She has a twin sister who also lives nearby. Outside of work, Frances enjoys cooking, playing tennis, cheering for the N.C. State Wolfpack, and spending time in the North Carolina mountains. She is also an active member of her church.
Raleigh
8352 Six Forks Road Suite 201 Raleigh, North Carolina 27615