About Me

Francis Carson is a seasoned Financial Planner and Investment Advisor Representative who focuses on delivering individualized solutions for his clients. With over twenty years of financial planning experience and more than twenty years of investment, finance, and risk management experience, Francis specializes in creating customized financial plans, retirement strategies, and comprehensive wealth management solutions.

His areas of knowledge and experience include retirement planning, estate and trust planning, pension analysis, college savings strategies, and long-term wealth management.

Prior to joining Money Concepts, Francis served as an Investment Advisor Representative with the Trustmont Group. He currently holds his Series 7, 63, and 65 securities registrations, as well as licenses in Life, Annuity, and Health Insurance.

Francis believes that everyone can benefit from sound financial and estate guidance. He takes pride in helping individuals and families make informed decisions and enjoys working with clients across the country to help them achieve their financial goals.

Francis earned his undergraduate degree in Accounting from Daemen College in Amherst, New York, and holds a Master’s degree in Finance from Fairfield University in Fairfield, Connecticut. He is the President and Owner of Chapel Wealth Management, located in Stratford, Connecticut.

Francis has been married to his wife, Ann Marie, for over 40 years. They have two children, Kathleen, her spouse Jonathan, Matthew, his spouse Kaori, granddaughter Emi, and their trusted dog, Bo. Outside the office, Francis enjoys spending time with his family, walking Bo, and playing hockey.