Frances Gardner, CFP, CFEd, CDFA

Frances Gardner, CFP, CFEd, CDFA

Certified Financial Planner

Phone: 972-980-9600 ext 208
Fax: 972-980-8515
E-mail:

 

Professional Background

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, 2010 and 2011**.

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.  She currently teaches these classes through the Continuing Education Department at Collin College, and at corporations.

Frannie  works in the Financial Solutions Group of Armor Wealth Management.  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.
Her team members include: Frannie Gardner, CFP®, CFEd®, CDFA™; Lindsay Vitovsky CDFA™, CFP®; Christina Copeland MBA; Robert Gardner LUTCF; Patrick Wallace; Andrew Gardner CFEd®; Cathy Dallal.
 
Licenses and Certifications
  • Investment Advisor Representative of Hornor, Townsend and Kent, Inc.
  • General Lines — Life, Accident & Health
  • Certified Financial Planner (CFP®)
  • Certified Divorce Financial Analyst (CDFA™)
  • CFE Certified Financial Educator (CFEd®)
Memberships / Community / Awards
  • FPA — Financial Planning Association
  • NAIFA, Dallas — National Association of Insurance and Financial Advisors
  • MDRT — Million Dollar Round Table
  • "Best Financial Planners in Dallas" since 2002 — D Magazine*
  • 2004 Financial professional of the Year Award — Penn Mutual Award in May 2005
  • Best in Client Satisfaction Wealth Manager™ for 2009, 2011 and 2011  —  Texas Monthly Five Star**

 

*To compile our list of the top financial planners, D Magazine asked every CFP in the Dallas-Fort Worth chapter of the Financial Planners Association to cast an online ballot. Outside-firm votes counted more than inside-firm votes.  Self-nominations were tossed out.  A panel of esteemed local financial planners reviewed the final list.  This award is not based on client evaluation, and is not indicative of future performance or success 
 
** 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.  The award is not indicative of the wealth manager's future performance.  For more information on the FIVE STAR Award and the research/selection methodology go to:
www.fivestarprofessional.com/fiveStarAssets/pdfs/GenericResearchWM.pdf.
 
Registered Representative of, and Securities and Investment Advisory Services offered through Hornor, Townsend & Kent, Inc., a Registered Investment Advisor, Member FINRA/SIPC.  Branch Office: 16479 Dallas Parkway, #850, Addison, Texas 75001, ph (469)737-4000, fx (469)737-4084. ARMOR Wealth Management and other listed entities are independent of Hornor, Townsend & Kent, Inc.