Frannie has been in the financial services profession since 1990 receiving many industry awards and designations, including being named to the prestigious Million Dollar Round Table (MDRT) Top of the Table. As a student of the industry, she has attained the Certified Financial Planner™ (CFP®) designation, Certified Divorce Financial Analyst™ (CDFA™), Certified Financial Educator (CFEd®) designation and completed the Wharton School’s two-day Retirement Income Planning Certificate Program.
Frannie has been recognized by 1D Magazine, since 2002, as one of the "Best Financial Planners in Dallas.
She received the Penn Mutual Financial Professional of the Year Award in 2005 and has been a multi-year recipient, for eight consecutive years, of the 2Texas Monthly Five Star: Best in Client Satisfaction Wealth Manager™. She is also the recipient of the 3Women’s Choice Award identifying advisors and firms women can trust, as seen in USA Today, since 2014; and was also recognized by 4WIFS Circle of Excellence in 2017.
Frannie received her Bachelor of Science Degree in Business Administration from the University of Texas, Dallas. She also has her Series 6, 63, 7 and Group 1 Life, Accident, Health, and HMO licenses.
1 D Magazine compiled their list of the top financial planners by asking every CFP in the Dallas-Fort Worth chapter of the Financial Planners Association to cast an online ballot. Outside-firm votes counted more than inside-firm votes, self-nominations were tossed out, and a panel of esteemed local financial planners reviewed the final list. This award is not based on client evaluation and is not indicative of future performance or success.
3 The Women’s Choice Award Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The program is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors. The inclusion of a financial advisor within the Women’s Choice Award Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified or its partners and affiliates and is no guarantee as to future investment success. Women’s Choice Award® Financial Advisors and Firms represent less than 1% of financial advisors in the U.S. As of January 2018, of the 848 considered for the Women’s Choice Award, 145 were named Women’s Choice Award Financial Advisors/Firms.
4 WIFS Circle of Excellence is a voluntary recognition program for members who achieve significant income levels in the insurance and financial services industry. This prestigious recognition is based on annual production for the previous year. This year, 178 members submitted qualification for this distinction with reported combined income of $53.1 million.