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Davе P. Francis

Investment Advisor, Principal

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

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

Dave’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.

History at Bartlett
  • Joined Bartlett in 1989
  • Investment Advisor since 2003
  • Ball State, BS in Finance, 1988
  • Xavier University, MBA, 1995

Where can we help you go next?

Contact a member of the Bartlett team today.