Frances Cronlund, CFP^®, CIMA^®, CTFA, CExP

Designations and licenses

Frances is a CERTIFIED FINANCIAL PLANNER®, Certified Investment Management Analyst® and holds the ABA Certified Trust and Fiduciary Advisor Certification and Certified Exit Planner professional designation.

Experience and education

Frances has spent more than 20 years helping individuals and families build, protect and enjoy their wealth. She is known for providing a thoughtful, relationship-driven approach that combines strategic guidance with clear communication, responsiveness and long-term partnership.

Her experience includes wealth accumulation, investment diversification, behavioral finance, retirement cash flow, estate transfer and business owner exit planning. She specializes in working with women and physicians.

Prior to joining Mariner, Frances worked as a senior wealth advisor at Curi Capital. Before that, she was a wealth planning specialist at First Citizens Bank.

Frances has a bachelor’s degree in business administration from Salem College.

Personal interests

Away from the office, Frances enjoys home gardening, supporting the local DAR chapters and marathon training on Raleigh’s beautiful greenway or while traveling to new destinations with her husband, Matt, and their two children, Katrin and Henry.

Frances’ Office

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.