John Ward Francis - Merrill Lynch Financial Advisor

Financial Advisor, Merrill Lynch

John Ward Francis

First Vice President - Investments

Global Wealth Management

333 MIDDLEFIELD ROAD
Floor GR
MENLO PARK, CA 94025

Phone: (650) 473-7814
Email:

Directions to Branch

PROFESSIONAL PROFILE

John W. Francis, Private Client First Vice President and Wealth Management Advisor, joined the Merrill Lynch Menlo Park office in 1972. John is a Certified Financial Manager(CFM), Chartered Retirement Planning Counselor(CRPC) and Certified Investment Management Analyst(CIMA), earning the latter designation through the Wharton School, Univ. of Pennsylvania. He concentrates on helping clients determine long-term financial goals and guides their financial strategy by specializing in 1) individualized portfolio management using a select group of investment managers, 2) mutual funds, and 3) retirement planning. A graduate of Santa Clara Univ., he has an MBA as well as a BSEE from San Jose State Univ. John is also a retired Naval Reserve Captain.

Brian Seale, Registered Client Associate, has been with Merrill Lynch since 1999 and is responsible for account administration and client relations.

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John Francis is registered to do business in: AR, AZ, CA, CO, FL, GA, HI, ID, IN, KS, MA, MD, MI, MN, MT, NC, NV, NY, OR, TN, TX, UT, VA, WA

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