Madison Mount

Employer firm

Francis Financial CRD 128067

$803M regulatory AUM 22 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2021 → 03/2022
  Novi Wealth Partners
  Princeton, NJ
• 09/2017 → 05/2021
  University Of Tampa
  Tampa, FL
• 09/2013 → 06/2017
  Notre Dame High School
  Lawrenceville, NJ
• 06/2020 → 08/2020
  Novi Wealth Partners
  Princeton, NJ
• 12/2019 → 03/2020
  Northwestern Mutual
  Tanpa, FL
• 04/2022 → 01/2026
  Francis Financial, Inc.
  New York, NY
• 01/2026 → Present
  Francis Financial, Inc.
  New York, NY

Previous Registrations

• 2021-12-06 → 2022-04-22
  Novi Wealth Partners
  Princeton, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-11-10

Designations

• Certified Financial Planner