Let's move forward. Together.

Francis Ahmed advises a range of successful clients, including wealth creators, post-transaction business owners and families with inherited wealth. Throughout a nearly decade-long career, Francis has built a strong foundation in the challenges and opportunities faced by ultra-high-net-worth clients.

Francis takes a relationship-driven approach, partnering with clients throughout the stages of their financial lives. Francis gets to know each individual on a personal level, uncovering the priorities and goals they value most. Whether clients are interested in trust and estate planning, investing, lending, banking or have other sophisticated needs, Francis works with specialists to present recommendations specifically tailored to the financial futures clients envision. Francis is known for the passion brought to the role and for being a problem solver clients can rely on to look out for their best interests.

Francis graduated magna cum laude with a B.S. in Finance from Seton Hall University, where Francis earned four academic merit scholarships. Francis completed a certificate in Women's Leadership from the Yale School of Management and the Banking program at the Investment Banking Institute. Francis is a board member of the Buccino Leadership Institute and the Alberto Italian Studies Institute, both at Seton Hall University.

Francis lives in Summit, New Jersey, and enjoys golfing and hosting events for extended family. One of Francis’s core principles is giving back to the community. Francis uses free time to build homes, prepare meals for the less fortunate, mentor students and participate with organizations such as Big Brothers Big Sisters.