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My Story

David has extensive experience in developing computer applications and is responsible for creating many of the proprietary portfolio management and market analysis programs used at Bartlett.

David received his BS degree in Finance from Ball State University, and received his MBA degree in International Business from Xavier University.

David joined Bartlett Wealth Management in 1989, and has 28 years of investment experience.

David P. Francis

Investment Advisor, Principal

Dave is a Principal of the firm and an Investment Advisor, with responsibility for fixed income strategy and security selection within Bartlett’s fixed income strategies.


  • Ball State, BS in Finance, 1988
  • Xavier University, MBA, 1995