Founder & Chief Advisor
Director of Client Services
Client Services Manager
Fran Dillon, CFP®Director of Client Services703firstname.lastname@example.org
Having worked in the financial industry for over a decade, Fran Dillon joined the team in 2005 and brings extensive professional experience to Arx Wealth Management®. Fran obtained her Executive Certificate in Financial Planning from Georgetown University, and earned the CERTIFIED FINANCIAL PLANNER™ Professional designation in 2012.
As the Director of Client Services, Fran wears various hats while overseeing the many activities of the practice. Fran assists clients with service issues, prepares annual reviews, takes care of investment implementations, and works with clients’ other advisors, including their CPAs and attorneys, to ensure proper coordination. She particularly enjoys interacting with clients and addressing their concerns.
Additionally, Fran ensures that all the administrative aspects of the practice run smoothly. Within the office, she is known for being a consummate perfectionist and problem solver. One thing is certain: Fran’s background, experience and personality are perfectly suited for the important role she serves in the practice. Her unflappable and resourceful style reflects her dedication and commitment to the practice, her colleagues, and clients.
Fran earned her undergraduate degree from the College of William and Mary. In her free time, she enjoys cooking, gardening, picture framing, and spending time with her family.
Francine Dillon is a registered representative of and offers securities through MML Investors Services, LLC, member SIPC. 1593 Spring Hill Road, Suite 500 East, Vienna, VA 22182. 703-847-9660.