Thomas Francione, CTFA, AEP®

Tom Francione joined LWC in November 2009 and serves as Chief Fiduciary Officer. He oversees all fiduciary and agency services, leads the development and implementation of fiduciary policies and procedures, and ensures consistent, compliant, and client-focused administration. Tom chairs the Fiduciary Risk Management Committee and the Fiduciary Policies and Standards Committee. He holds an MBA and a BBA in Trust and Wealth Management from Campbell University and is a Certified Trust and Fiduciary Advisor and an Accredited Estate Planner.

Before joining LWC, Tom held relationship management and trust administration roles at WilmerHale LLP, Wachovia Trust Company, and Merrill Lynch Trust Company.