PWM Planning in St. Louis is pleased to announce that Mike DiFrancesco has joined its client management team as an LPL Admin Solutions Partner. With over 20 years of financial experience working with individual, family, and institutional clients, Mike will work closely with the PWM team and its clients to integrate industry best practices and enhance client experience delivery.
Before joining the LPL Admin Solutions Team, Mike worked for some of the financial industry’s most respected firms (Charles Schwab, Vanguard, Hartford Funds, Key Bank, and First Niagara Bank) where he held both client management and leadership roles. He plans to leverage this experience in his support of PWM and his other assigned advisor businesses. Mike earned his undergraduate degree in business finance from Drexel University in Philadelphia, holds FINRA Series 7, 6 & 63 licenses with LPL Financial, and has a Pennsylvania Life, Accident & Health license.
“Having worked at many of top firms in the financial industry, we look forward to leveraging Mike’s insights to enhance the overall experience we deliver to our clients,” stated PWM President and Managing Partner Joseph Altic. “We’re already implementing several of Mike’s innovative ideas into our daily interactions with clients.”
Mike DiFrancesco can be reached at email@example.com.