FUNDRAISING NEWS | August 13, 2024
Alberto Francis, a financial advisor, has joined LPL Financial to establish Rockview Private Wealth. He previously managed approximately $725 million in assets and comes from Bank of America Private Bank. Based in Houston, he works with business owners, executives, athletes, and professionals in the high-net-worth community.
Alberto Francis, a former NCAA Champion and professional tennis player, transitioned from sports to finance after earning his MBA from Stanford in 2011. The son of Irish and Mexican immigrants, Francis built a successful practice in the financial services industry by focusing on strong client relationships. With over 15 years of experience, he founded Rockview Private Wealth in 2024, driven by his passion for helping others achieve their financial goals and the intellectually stimulating nature of the work. As he shifts from banking to investments and planning, Francis is committed to offering personalized services and making a positive impact on his clients' lives.
To view the press release, click here.
John Washington is the Data Research Analyst at Dakota.
