Nick Francia | UBS Wealth Management USA – Daily record in Maryland

UBS Wealth Management USA announced Nick France, a Washington financial advisor and executive director, was named to Financial Planning’s Top 40 Advisors Under 40 for 2021.

The Francia team focuses on educating entrepreneurs on tax efficient exit strategies. He is committed to helping clients identify their options, understand the pros and cons of each strategy, and choose the best succession plan for themselves and their families.

Francia also creates bespoke cash flow models that compare a private business taxable sale and a Section 1042 deferred sale to an Employee Stock Ownership Plan (ESOP). He was recently promoted to Managing Director because of his great commitment to clients.

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