Senior wealth manager Seth Davis, CFP and senior wealth advisor Michele Francisco, CFP have been promoted to partner at RMB Wealth Management.
“Seth and Michele have both demonstrated great leadership and dedication over a number of years,” says Jeffrey Pearsall, principal and director of wealth management. “They each embody our values by cultivating strong relationships with their clients, providing sound financial planning advice based on years of experience, and supporting the next generation of leaders within our firm. We’re thrilled to recognise their achievements and commitment.”
Davis is based in the firm’s Denver office and joined RMB in 2011, after founding and running his own independent financial planning firm. He leads a team of wealth advisors and client associates, while also developing relationships and providing personalised planning and investment recommendations to clients. Davis is a graduate of Binghamton University, within the State University of New York system.
Francisco is a senior member of one of RMB’s Chicago-based wealth management teams. She was one of RMB’s original group of 19, most of whom had worked together for years immediately prior to forming RMB in 2005. She advises several of the firm’s ultra-high-net-worth, multi-generational clients and is RMB’s resident expert on complex financial planning issues, especially as it relates to estate planning. A graduate of George Washington University, Francisco is a member of the Chicago Council of Global Affairs.