Frances Rutchik Gardner CDFA®, CFE, CFP®


Kestra Investment Services

14135 Midway Rd G110
850
Addison TX 75001

Get directions
972-833-2565



Frances Gardner,  CFP®, CFEd®, CDFA®


fgardner@armorwealth.com


www.franniegardner.com


(972) 980-9600 ext 208


(888) 285-6516 ext 208


 


Frances Gardner, CFP®, CFEd®, CDFA® (better known as Frannie) has been a Financial Service Professional since 1990. She is the recipient of several industry awards and recognition, including New Associate of the Year in 1991 and Top Associate of the Year in 1996 and 1998.  She is a member of several professional organizations, including FPA (Financial Planning Association), the NAIFA  (National Association of Insurance and Financial Advisors), and MDRT Court of the Table (Million Dollar Round Table).  D Magazine named Frannie as one of the "Best Financial Planners in Dallas" since 2002. Penn Mutual in May 2005 awarded Frannie the 2004 Financial Professional of the Year Award. Texas Monthly Five Star: Best in Client Satisfaction Wealth Manager™ for 2009 and 2010.


 


Frannie received her Bachelors of Science Degree in Business Administration from the University of Texas, Dallas.  Frannie has also attained her Certified Financial Planner designation (CFP®), Certified Divorce Financial Analyst (CDFA®), and CFE Certified Financial Educator (CFEd®) designation.


 


Frannie is an instructor for the The Complete Financial Management Workshop, Taking Control Financial Management Workshop for Women, Passport to Retirement, You're the BOSS a Financial Management Workshop for Professional and Small Business Owners.  She currently teaches these classes through the Continuing Education Department at Collin College, and at corporations.


 


The firm Frannie works with is Armor Wealth Management, a diversified financial services organization.  Frannie is also a registered representative of Hornor, Townsend and Kent, a member of FINRA/SIPC. Frannie and her team are in business to provide Financial Solutions to their clients. They accomplish this by offering a solutions oriented approach to their clients' financial goals, identifying appropriate solutions, creating a plan, and implementing the plan over time. They have a relentless focus on client outcomes.


 


Our Team: Frannie Gardner CFP®, CFEd®, CDFA®; Lindsay Vitovsky CDFA®, CFP®; Christina Copeland MBA; Robert Gardner LUTCF; Patrick Wallace; Andrew Gardner CFEd®.


 


The 5 STAR award is not indicative of the wealth manager's future performance.  The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client's evaluation.


 


Registered Representative of, and Securities and Investment Advisory services offered through Hornor, Townsend, & Kent, Inc., (HTK),Registered Investment Advisor, Member FINRA/SIPC. 16479 Dallas Pkwy, Suite 850 Addison, TX (469) 737-4000  Armor Wealth Management is independent of HTK.


A0JC-1130-11