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Frances Cronlund - CIMA®, CExP™, CTFA, CFP®

Frances is Curi Capital's Managing Director, Wealth Strategy. She partners with clients to develop and manage goals-based and comprehensive wealth plans. Before Curi Capital, Frances worked as a Senior Vice President and Senior Wealth Planning Specialist at First Citizens Bank and as VP and Financial Planning Strategist at BB&T. She earned a BA from Salem College in Business Administration, with an Economics specialization.