We are an experienced team of holistic advisors collaborating with investment and risk managers to support every aspect of our clients’ unique financial goals.
ADVISORY TEAM MEMBER
As a 34 year veteran of the financial services industry, Fran Hayes serves as the Senior Director of Strategic Relationships at Round Table Wealth Management. His primary responsibilities include supporting the firm’s business development initiatives with institutional partners and the introduction of high-net-worth clients to Round Table. His industry knowledge, management experience with growth-focused businesses and his relationships within the RIA community will help support the growth of the firm and its brand.
Prior to joining Round Table, Fran held senior-level positions at two large NYSE-listed financial services firms. Most recently, he was Managing Director of Institutional Sales for an industry-leading asset custodian and had oversight responsibility for the business development and client management activities within the Northeast Region of the United States.
Fran received a Bachelor of Science degree from Springfield College. He has held the CERTIFIED FINANCIAL PLANNER™ designation since 1993. He is a graduate of the Securities Industry Institute program, sponsored by the Securities Industry and Financial Markets Association (“SIFMA”), at the University of Pennsylvania’s Wharton School of Business. Fran is an avid golfer, outdoor enthusiast and youth sports program coach. Fran and his wife, Lisa, reside on the Jersey Shore with their four children.
CERTIFIED FINANCIAL PLANNER™ (CFP®) refers to the certification owned and awarded by the Certified Financial Planner Board of Standards, Inc. A CFP® professional is trained in the area of financial planning, estate planning, taxes, investments, insurance, and retirement planning. The role of a CFP® professional is to integrate all of these disciplines creating a plan that serves the best interests of you and your family.