Our Qualifications

A. King Francis

Senior Vice President

kfrancis@wfafinet.com

King has been helping individuals and institutions build and manage wealth for 39 years.  With his 39 years of experience and client first approach, King helps individuals and institutions with investment planning.  Mr. Francis began his career as a financial consultant with First Albany Corp. from 1976 - 2000, managing the office from 1984 to 2000.   With the purchase of First Albany by First Union and ultimately the buyout of Wachovia Securities, Mr. Francis was a Senior Vice President with Wachovia Securities Private Client Group from August 2000 to 2005.  In September 2005, he formed Francis Investment Consulting Group, Inc., of Wachovia Securities Financial Network.  King is an eighth generation native of Pittsfield, MA and has been in practice in Pittsfield for the duration of his career.  Being very civic minded, King is a member of the finance committees for Berkshire Place, South Mountain Music and the Pittsfield Cemetery where he is also acting as President.  He is also a Board Member of the Colonial Theatre in Pittsfield. King is also a member of the Board of Trustees of Berkshire Health Systems.  King has a BS in Economics from Quinnipiac College in Hampden, CT.  He and his spouse Deborah reside in Pittsfield and have three grown children and eight grandchildren.

 

Shaun W. Heimann

First Vice President

sheimann@wfafinet.com

With a focus on prudent asset allocation and risk management, Shaun works with corporate and private clients to help them realize their financial goals.  Mr. Heimann began his career with PaineWebber in Newport Beach, CA in 1998.  Upon the birth of their first child in 2001, Shaun and his spouse Sonya decided to relocate to the Berkshires to raise their children.  Mr. Heimann was a financial consultant with A.G. Edwards & Sons, Inc. from 2001 to 2007.  In February 2007 Shaun joined Francis Investment Consulting Group, Inc as First Vice President - Investments.  Shaun is currently President of the Board of Directors at Berkshire Place in Pittsfield.  Also, Shaun is currently a member of the Board of Directors of the Rotary Club of Pittsfield and The Boys and Girls Club of the Berkshires.  Previously, he sat on the Board of the Berkshire County Chapter of the National Alliance on Mental Illness, acting as Treasurer.  Shaun is a native of Pittsfield, MA and has a BS with a concentration in Finance from the Carroll School of Management at Boston College.  Shaun holds his Series 7 and 66 Securities Registrations and is licensed to sell Insurance and Annuities.  Shaun currently resides in Berkshire County with his spouse Sonya and their two children.

 

Mary P. Anderson

Registered Account Administrator

manderson@wachoviafinet.com

Mary has been working in the securities industry for 24 years.  Mary is responsible for all of the operational aspects of the business including but not limited to client support, securities transactions, wire transfers, check requests, auditing of trades and deposits.  Mary also holds her Series 7 Securities Registration.   Mary resides in Pittsfield and has two grown children and three grandchildren.