Advisors Capital Management’s direct wealth team is please to announce that Frani Feit, CFP has join the firm in a senior wealth advisor role.
As a Certified Financial Planner ™ and Investment Advisor, Frani’s career was born in the spirit of helping individuals balance their dreams with life’s realities. With over 20 years in the industry and past experience in tax and audit and individual and corporate pension plans, she provides a process to help clients prioritize and organize their financial lives.
Frani focuses on comprehensive, holistic wealth management which includes investment strategy, asset allocation, retirement and cash flow planning, and the integration of external 401k plans. Frani has concentrated study in Financial Life Planning which she uses in her work with individuals who have experienced challenging life transitions such as death or divorce.
Ms. Feit earned her B.B.A. in Accounting from George Washington University. She taught the Retirement, Investment, and Capstone modules of the Certified Financial Planning Curriculum at Fairleigh Dickinson University. After the passing of her husband, she took part in creating the DFM Memorial Foundation to benefit youth activities. Frani has two grown children and enjoys Pilates, Skiing, and Golf.
“Frani’s dedication to the financial planning industry and her clients makes her a perfect addition to our direct wealth team.” said David Lieberman ACM’s Managing Director. “When you find a professional such as Frani the firm becomes better for it.”
About Advisors Capital Management, LLC (ACM)
Established in 1998, ACM manages $3.8 billion in private client and separate account portfolios with customized domestic and international strategies ranging from capital appreciation to capital preservation. The firm’s investment team is comprised of experienced professionals formerly from academia, the Federal Reserve and Wall Street. The firm’s senior economic advisor is former Federal Reserve Chairman, Dr. Alan Greenspan. Headquartered in Ridgewood, NJ, ACM’s institutional partners include more than 65 broker-dealers and investment and advisory firms throughout the United States.
Advisors Capital Management, LLC is an investment advisor registered with the United States Securities and Exchange Commission. Registration does not imply any degree of skill or training. All investing carries risk, including the potential for the loss of principal and past performance is no guarantee of future results. This content is for informational purposes only, can change at any time without notice, and is not investment advice or a recommendation to trade any security. Indices are not available for direct investment. We only provide services in jurisdictions where we are registered. Our disclosure brochure (ADV Part 2A) and customer relationship summary (ADV Part 3) are available at https://adviserinfo.sec.gov and upon request.
