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My Story

His extensive experience in developing computer applications and proprietary portfolio management and market analysis tools makes David a go-to source for information and advice among Bartlett financial advisors.

David’s hobbies and interests include swimming – which he frequently does on his lunch break – volunteering with his children’s marching band activities, listening to jazz music and watching Australian rules football.

The Indiana native and his family enjoy splitting time between Lawrenceburg’s natural beauty and the art-centric events in Cincinnati’s downtown and Over-the-Rhine neighborhoods.

In David’s Words

“The thing I love most about my work is how it keeps me connected with what’s going on in the world. Waking up to overnight market fluctuations, and then going to work and helping clients interpret those changes – it just interests me so much.”

Ask David About

  • Tax exemption
  • Fixed-income strategy
  • Security selection within fixed-income strategies
  • Institutional/individual retirement accounts

David P. Francis

Investment Advisor, Principal




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