See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

FS

Francis Sennott

Financial Planner at Ropes Wealth Advisors
Intro Book
Seasoned financial professional with 22 years of experience in financial planning and leadership.
  • Claim this Profile
Location
Boston, Massachusetts, United States, US
Languages
  • English -
Skills
  • Financial Planning
  • Finance
  • Investments
  • Management
  • Public Speaking
  • Show all
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
Francis Sennott is a seasoned financial professional with 22 years of experience in financial planning, management, and leadership. He has taught personal financial planning at Northeastern University and has a strong background in estate planning, mutual funds, and nonprofit management. He holds a J.D. from The George Washington University Law School, an MBA from Boston College, and a Bachelor's degree in Biology from Boston College. Francis is certified as a Trust and Financial Advisor by the Institute of Certified Bankers.

Credentials

  • Certified Trust and Financial Advisor
    Institute of Certified Bankers

Experience

  • Ropes Wealth Advisors
    • United States
    • Law Practice
    • 700 & Above Employee
    • Financial Planner
      • Jan 2015 - Present

    • Financial Planner
      • Sep 2001 - Dec 2014

  • Northeastern University
    • Boston, Massachusetts
    • Adjunct Professor
      • Apr 2000 - Mar 2020
      • Boston, Massachusetts

      Teach Class on Personal Financial Planning

  • Westport Worldwide
    • Braintree, Massachusetts
    • Vice President, Client Planning
      • Jan 2000 - Sep 2001
      • Braintree, Massachusetts
  • The Brown Company
    • Hingham, Massachusetts
    • Vice President
      • Apr 1998 - Feb 2000
      • Hingham, Massachusetts
  • KPMG Peat Marwick LLP
    • Boston, MA
    • Senior Manager
      • Jul 1994 - Apr 1998
      • Boston, MA

      Personal Financial Planning

  • George Beram & Company, Inc.
    • Newton, Massachusetts
    • Consulting Attorney
      • Apr 1991 - Jul 1994
      • Newton, Massachusetts

      Executive Benefits Consulting

  • Weston Financial Group
    • Wellesley, Massachusetts
    • Senior Financial Counselor
      • Aug 1985 - Apr 1991
      • Wellesley, Massachusetts

      Personal Financial Planning

Education

  • 1980 - 1984
    The George Washington University Law School
  • 1978 - 1980
    Boston College - Wallace E. Carroll Graduate School of Management
  • 1973 - 1977
    Boston College

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles