Francisco joined HB Wealth in January 2025 as an Advisory Associate after working with WMS Partners. He supports the advisory team in preparing and implementing client application and enrollment forms, gathering financial data, coordinating with CPAs for tax planning, and assisting with meeting materials. He also collaborates with portfolio managers to support the investment management of client portfolios, including both public and private investments.
While at WMS Partners, Francisco supported financial planning teams with client onboarding, net worth and cash flow analysis, portfolio reviews, and administrative coordination. He also contributed to investment research and helped manage the delivery of tax documentation and meeting materials for ultra-high-net-worth families.
Francisco regularly participates in HB volunteer initiatives, including events with First Fruit Farms, Catch a Lift, and JA Finance Park. He is passionate about community service and actively contributes to the firm’s outreach efforts.
Francisco earned his Bachelor of Science degree in Business Administration with a concentration in Financial Planning from Towson University, where he was recognized as an Outstanding Graduate by the College of Business and Economics.
Outside of work, Francisco enjoys spending time with his brothers, working on cars, and exploring real estate. He’s also an avid traveler and enjoys trying new restaurants and learning about different cultures.