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Monday 8:30am - 4pm Tuesday 8:30am - 4pm Wednesday 8:30am - 4pm Thursday 8:30am - 4pm Friday 8:30am - 4pm

Edward Jones-Financial Advisor: Francisco Mantilla

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Plantation, FL
Edward Jones-Financial Advisor: Francisco Mantilla

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Wealth strategies, investment advice, retirement planning, individual and trust accounts. Many of my clients have spent decades building their wealth.

I help successful retirees, business owners, and affluent families make confident financial decisions with clarity and purpose. My role is to help them preserve it, create reliable retirement income, work with your CPA to help reduce unnecessary taxes, and build a legacy that reflects the life they’ve worked so hard to create. Every family has unique goals. Whether you’re preparing for retirement, planning the sale of a business, navigating a major life transition, or thinking about how wealth will impact future generations, I believe your financial strategy should be thoughtful, personalized, and built around what matters most to you. Areas of focus include:
• Retirement Income Planning
• Investment & Portfolio Management
• Tax-Advantaged Wealth Strategies
• Business Exit & Succession Planning
• Estate & Legacy Strategies
• Generational Wealth Transfer
• Risk Management

I earned my MBA from Nova Southeastern University and hold the AWMA® and CEPA® designations. My approach combines disciplined investment guidance with long-term relationship building, helping clients make informed decisions through every stage of life. If you’re looking for a trusted advisor to help simplify complex financial decisions and protect what you’ve built, I’d welcome the opportunity to connect.

11/03/2026

Extiendo una sincera gratitud a aquellos que desinteresadamente brindan atención y apoyo a sus seres queridos. Si te estás embarcando en el recorrido de asistencia financiera, tenemos una guía maravillosa para guiarte a través del proceso.

Limitación de responsabilidades: Si bien hay algunos materiales introductorios y educativos en español, Edward Jones tiene obligación de usar el inglés en sus relaciones y comunicaciones con los clientes. Para obtener más información, entre en: https://bit.ly/4ixwOhb

I am extending heartfelt gratitude to those who selflessly provide care and support to their loved ones. If you are embarking on the journey of financial caregiving, we have wonderful guidance to help usher you through the process.

Disclosure: Edward Jones is required to use English in its client relationships and communications. For more information, visit: https://bit.ly/4iAjecM

Learn more about the responsibilities of caring for another person's financial wellbeing.

11/03/2026

As a financial advisor, I've seen firsthand how caregiving can create complex financial decisions for families. Business Insider explores Edward Jones research with Age Wave and The Harris Poll on the "generosity paradox" many caregivers experience as they support loved ones financially while striving to protect their own long-term financial security.

If caregiving is part of your journey now or may be in the future, I'd welcome the opportunity to help you plan for it.

Read the full Business Insider article: https://bit.ly/4z3y2aj

Download the Financial Impact of Caregiving report: https://bit.ly/4yUFdBz

Source: Edward Jones and Harris Poll, in partnership with Age Wave, 2026.

11/02/2026

Capital gain distributions can catch investors off guard, especially in taxable accounts. As year-end approaches, it's important to understand how these distributions work, potential tax implications and strategies that may help you manage them.

Reach out if you'd like to discuss how these considerations fit into your overall financial plan.

Learn more:

Capital gain distributions: What to know before year end

11/02/2026

Do you overspend every holiday season? Get ahead of the game this year by creating a budget that takes all your holiday plans into account. Get started now.

Learn strategies, tips, and tools to stick to your budget and achieve your financial goals. From Edward Jones and EVERFI

10/31/2026

An important part of protecting your financial future is staying vigilant against fraud and cyber threats. This Cybersecurity Awareness Month, I encourage you to stay vigilant, protect sensitive information and be aware of common scams that continue to evolve. If you have questions about fraud prevention or protecting your financial information, I'm always available to help.

In the meantime, I invite you to explore more resources and guidance here: https://bit.ly/4zDQmYJ

10/30/2026

From equity awards to diversification, I can help you make the most of your executive compensation strategy. Send me a message to schedule a consultation.

10/30/2026

Interest rates haven’t been this high since 2002 — so what might it mean for you and your family? Senior Economist of Investment Strategy James McCann discusses how the higher interest rates may affect you, risks to avoid and some potential opportunities to look out for.

Watch the full video here: https://bit.ly/4iNTgDU

10/30/2026

Manage your finances and plan for the future with the tip of your finger. With our app, you can see all of your accounts in one simple place, and if you have a question, we’re right there with you.

Download our app to stay connected.

10/29/2026

Tax identity theft can have consequences on your financial credit, let's be proactive and protect ourselves against fraudsters. Check out these ways to help strengthen your financial credit & build the know-how to shield yourself from scams.

Managed debt strengthens credit scores and opens doors

10/29/2026

What might the recent AI-driven market selloff mean for investors? Edward Jones Senior Global Strategist Angelo Kourkafas joins Bloomberg to unpack the drivers behind the recent market moves, explain what's happening beneath the headlines, and share perspective on maintaining a long-term investment focus amid volatility.

Watch the full conversation: https://bit.ly/4eFs8Vf

Address

111 N Pine Island Road Ste 202
Plantation, FL
33324

Opening Hours

Monday	8:30am - 4pm
Tuesday	8:30am - 4pm
Wednesday	8:30am - 4pm
Thursday	8:30am - 4pm
Friday	8:30am - 4pm

Telephone

+19546323630

Website

https://www.edwardjones.com/francisco-mantilla

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