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 provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

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 supports Daughters of the American Revolution, enjoys distance running and home gardening.

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.