Janice French, CFA®

WEALTH ADVISOR

Janice is a Chartered Financial Analyst®, with an MBA from the University of Tampa, and a bachelor’s degree in business administration, summa cum laude from Wesleyan College. She and her family share a number of athletic and outdoor interests and are active in their community. As a Chartered Financial Analyst®, Janice adds her sharp financial and economic mindset to our advisor team. Serving clients with attentive detail, she also helps us tend to our professional regulatory requirements. Her industry experience includes 10 years as a portfolio manager and fixed income trader with a privately held Florida-based trust company. She also served as a liaison to the institutional pension community for a Tampa-based asset management firm. Janice holds an MBA from the University of Tampa, and a bachelor’s degree in business administration, summa cum laude from Wesleyan College. She and her family share a number of athletic and outdoor interests and are active in their community.

  • Past President of the Shoals PTO, Volunteer with the NC Guardian ad Litem program
  • Mother of Alexandria and Zachary
  • Enjoys year-round healthy living, and cycling and hiking as time permits
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