“We want our clients to feel like they are part of our family.”
– Frances Goodman
Frances Goodman began her career in the Financial Services Industry in 1983 with The Robinson-Humphrey Company in Charlotte. In 1992, Frances moved to Wilmington with Robinson Humphrey and then joined Morgan Keegan and Company Inc. in 1993, where she was a Financial Advisor and Branch Manager of the Wilmington office for nineteen years.
Frances joined Reid Murchison, Financial Advisor and David Brownlow, Financial Advisor at Wells Fargo Advisors in May of 2012. Reid and David’s philosophy of treating each client’s situation as unique and of using a planning based approach to help clients achieve their life goals made this team the perfect fit for Frances.
Frances has been and remains very involved in the Wilmington community. She has served on the boards of the Domestic Violence Shelter and Services, Inc. The Wrightsville Beach Chamber of Commerce, The Investors Roundtable of Wilmington (Past President); the Louise Wells Cameron Art Museum (Past Chair and Treasurer). She currently serves on the board of the Champion McDowell Davis Charitable Foundation and is on the Vestry of her church.
She is a graduate of the University of North Carolina at Chapel Hill, where she received a BA in Art History. She received her CERTIFIED FINANCIAL PLANNER ™ professional certification in 2006.
CA Insurance License 0H90607, Resident State NC
Frances joined Reid Murchison, Financial Advisor and David Brownlow, Financial Advisor at Wells Fargo Advisors in May of 2012. Reid and David’s philosophy of treating each client’s situation as unique and of using a planning based approach to help clients achieve their life goals made this team the perfect fit for Frances.
Frances has been and remains very involved in the Wilmington community. She has served on the boards of the Domestic Violence Shelter and Services, Inc. The Wrightsville Beach Chamber of Commerce, The Investors Roundtable of Wilmington (Past President); the Louise Wells Cameron Art Museum (Past Chair and Treasurer). She currently serves on the board of the Champion McDowell Davis Charitable Foundation and is on the Vestry of her church.
She is a graduate of the University of North Carolina at Chapel Hill, where she received a BA in Art History. She received her CERTIFIED FINANCIAL PLANNER ™ professional certification in 2006.
CA Insurance License 0H90607, Resident State NC
“Once we take on a client, we delve into their lives and try to learn all we can about them. We want to know them on a personal level, not just their net worth statement." |
- Frances Goodman |