Francesca has built her career around helping others, having learned the value of family and hard work at a young age. Growing up, she spent vacations and weekends working at her family’s second-generation automotive business, where she had the opportunity to work with a financial advisor on the company retirement plan. It was then she realized she wanted to work in finance in order take care of the financial and personal needs of others.
Before joining Twelve Points Wealth Management (TPWM), Francesca began her career with The Buckley Group and became a financial advisor at Morgan Stanley. In 2014, Investment News named her one of the “Top 40 Under 40” advisors in the country. She co-founded TPWM in order to help people and change her clients’ lives for the better. Francesca specializes in working with women in transition or going through divorce, and privately held businesses.
[Insert quote: “I treat each client like a part of my own family. I’m there for whatever they need, and not just financially. Whether they’re a small business owner or going through the stress of getting a divorce, I’m there to listen and lend a hand. Their successes are my successes.” Francesca Federico, Wealth Advisor]
Francesca considers herself a resource for her clients for more than just financial advice. Known for her warmth and enthusiasm, she volunteers for the New England Center for Homeless Vets, the Caron Foundation and the Dana-Farber Cancer Institute, for which she runs the annual half-marathon. She enjoys raising money for a cause while physically challenging and pushing herself.
A graduate of Notre Dame Academy in Hingham, Francesca is a member of the alumni board. She went on to receive a B.S. in Finance at Fairfield University’s Dolan School of Business. She grew up in Braintree, where she lives with her three dogs, Max, Hank and Jack. She loves to spend time with her half-Irish, half-Italian family, in particular her 94 year old grandfather, whom she greatly admires. Her family also owns a winery in Dorchester. Francesca enjoys making wine, live music and making people laugh.
Francesca Federico holds Series 7 and 66 securities licenses and life and health insurance licenses. She is licensed to do business in MA.