Chief Operating Officer, Senior Relationship Manager
Cindy is the Chief Operating Officer for Fratarcangeli Wealth Management, joining the Fratarcangeli Wealth Management group in early 2016. She oversees the compliance and risk management for the practice, manages the office and operations, and cascades our overall strategy and mission throughout our organization. Additionally, Cindy serves in evaluating corporate retirement plans and 401k Education, as well as specialized areas of business development. She also works daily with clients as a Senior Relationship Manager, cultivating meaningful and personal relationships, and understanding our client’s goals and needs.
With 27 years in the Financial Services industry, Cindy’s background consists of a multifaceted area of services in wealth management and large branch management operations. She came to Wells Fargo Advisors Financial Network in early 2016 from her role as a Vice President and Client Relationship Manager for Bank of America Merrill Lynch. Emphasis on proactive client contact and delivering expert client experience standards has made her a recognized leader in our industry. She has a background in public speaking, and has held positions as a lead coordinator to employee giving campaigns, fundraising, and engagement committees, and seeks all opportunities for local volunteerism and team building. She holds her series 7, 63, 66, 9 and 10 Securities Registrations.
She is a 24 year resident of West Bloomfield, and raising three children that are now all attending college, with her husband David. Cindy has a passion for the outdoors, traveling, water sports, gardening, and staying active in sports related activities.