Beth Confrancisco, CPFA®

Beth Confrancisco serves as the Operations Manager at Wall Street Alliance Group. After graduating with bachelor’s degree in Accounting, she pursued a compliance-focused career track in the financial industry. Over her nine years of experience, she previously worked for LPL Financial and Raymond James in roles that allowed her to delve into systems to further efficiencies while preparing specialized compliance and operational reports and developing processes to anticipate client needs in unique estate planning situations. She carries these skills and passions into her current position; her communication style and readiness to aid clients set her priorities, while her knowledge of compliance and operations ensures that everyone in the office is in a position to succeed.

In her personal time, Beth has a love of road trips across the country to spend time with friends and experience food and culture by hunting down local ‘restaurant weeks’ across the US. If she’s not traveling, she’s spending time hanging out with her beloved family dog.