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Francesca Servadio, CFP

Financial Advisor

Advisor Team

francesca_short_n

Background

Francesca joined the Strategic team in 2016 as a Client Service Specialist.  In 2017 she was promoted to Wealth Management Specialist. In her current role as Financial Advisor, Francesca works directly with the Senior Advisor Team to assist with the financial planning needs of clients and their families. She specializes in client on-boarding, goal identification and prioritization, data gathering, scenario analysis, and plan development.

Before joining Strategic, Francesca worked for Defense Finance and Accounting Services (DFAS) in Rome, New York and The Bank of New York Mellon in Oriskany, New York. She has her BA from SUNY Oneonta majoring in Communication Studies and minor in Business Management.

Credentials

  • BA, Communication Studies, Minor in Business Management, SUNY Oneonta
  • CERTIFIED FINANCIAL PLANNER™

Areas of Specialty

  • Client Relationship Management

    Client Relationship Management

  • Client Service & Advisor Support

    Client Service & Advisor Support

  • Financial & Estate Planning

    Financial & Estate Planning

Beneath the Surface

  • Claim to Fame

    Competed in the U.S. Nationals for synchronized skating in 2013.

  • Enjoys…

    Running, skating, cooking, reading, watching the Green Bay Packers on Sunday and spending time with friends and family.

  • Family

    Born and raised in Central New York. Parents, older sister and younger brother all still live and work in the area.

The race is long as in the end it’s only with yourself

Baz Luhrmann