Edward Jones-Financial Advisor: Francisco Mantilla

Edward Jones-Financial Advisor: Francisco Mantilla 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.

Your practice reflects years of dedication. Exploring your next step deserves the same level of care.Join our Explore Yo...
09/09/2026

Your practice reflects years of dedication. Exploring your next step deserves the same level of care.

Join our Explore Your Future webinar for a clear, thoughtful look at how Edward Jones partners with advisors to support meaningful, long-term growth.

Register today: https://bit.ly/4r2aYpP

Investors will be closely watching the September Federal Reserve interest rate decision. What factors are the voting mem...
09/08/2026

Investors will be closely watching the September Federal Reserve interest rate decision. What factors are the voting members of the FOMC likely to weigh?

Our Principal, Head of Investment Strategy Mona Mahajan digs into three in our latest Weekly Market Wrap: https://bit.ly/4A2lVvM

Learn more https://bit.ly/4x5fCol I can help you explore key considerations that come with executive compensation and co...
09/07/2026

Learn more https://bit.ly/4x5fCol I can help you explore key considerations that come with executive compensation and complex wealth.

https://bit.ly/4gTFDB0 Your financial goals are unique — your plan should be too. I can help you create a strategy focus...
09/07/2026

https://bit.ly/4gTFDB0 Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managing and preserving wealth for the future.

https://bit.ly/4iGBHGk From equity awards to diversification, I can help you make the most of your executive compensatio...
09/04/2026

https://bit.ly/4iGBHGk From equity awards to diversification, I can help you make the most of your executive compensation strategy.

Learn more https://bit.ly/3UqPpTQ Your business may be one of your greatest assets. I can help you explore strategies fo...
09/04/2026

Learn more https://bit.ly/3UqPpTQ Your business may be one of your greatest assets. I can help you explore strategies for transitioning your business and planning for your financial future.

Learn more https://bit.ly/46bhOQi ]Your wealth can help support the people and causes that matter most. I can help you p...
09/04/2026

Learn more https://bit.ly/46bhOQi ]Your wealth can help support the people and causes that matter most. I can help you plan for the future and create a strategy around your legacy goals.

What does it mean to be rich? Is it about following your true passion? Or maybe making a million memories with friends a...
09/04/2026

What does it mean to be rich? Is it about following your true passion? Or maybe making a million memories with friends and family?

A life that feels rich starts with a conversation. So, let’s talk about it. We’re here with one-on-one guidance to help you turn your dreams and ambitions into goal-based financial strategies, letting you enjoy a life you love. Let’s find your rich.

https://bit.ly/4zXkLSb

When faced with market fluctuation, ask yourself: “Are my long-term goals still the same?” If the answer is “yes,” then ...
09/03/2026

When faced with market fluctuation, ask yourself: “Are my long-term goals still the same?” If the answer is “yes,” then why overhaul a financial strategy that’s designed to meet these goals?

Identify your investing goals. When it comes to creating an investment portfolio, it all starts with you and your aspirations.

You have trusted, established client relationships, and we provide high-touch support and customized solutions to best s...
09/02/2026

You have trusted, established client relationships, and we provide high-touch support and customized solutions to best serve your clients.

Learn more about Edward Jones by joining our exclusive Due Diligence Event for experienced Financial Advisors, November 4-6 at New York Marriott Marquis.

Register: https://bit.ly/4h8BEBO

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

Alerts

Be the first to know and let us send you an email when Edward Jones-Financial Advisor: Francisco Mantilla posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Edward Jones-Financial Advisor: Francisco Mantilla:

Shortcuts

Share

Category