Frances “Franci” Litvak joined Merrill Lynch Wealth Management in 2014. She is a Financial Advisor for the Izzo Group, focusing on business management, developing business plans, setting quantifiable goals and leveraging strategic partnerships and developmental opportunities.
Franci focuses on relationship management, including the preparation of wealth management plans based on a thorough and customized analysis of a client’s needs, objectives, tax situations and both personal and familial financial resources.
She holds the Chartered Retirement Planning CounselorSM(CRPC®) designation, which enables her to provide guidance to the team’s individual and corporate clients relating to their retirement planning needs.
Franci sits on the Young Professionals Committee of Success Academy Charter Schools and is a major advocate for school choice. She is currently a Co-Chair of the New York Chapter of Maverick PAC, one of the largest political fundraising networks in the country. Its mission is to drive young professionals to the political process through fundraising and events.
Franci graduated from the University of Michigan with a bachelor’s degree in Political Science and History. She currently resides in Manhattan. She is an avid traveler, golfer, runner and reader.