Priscila Espinoza

Our Team

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Priscila Espinoza

Client Service Associate

(She/Her)

As a Client Service Associate, Priscila plays an integral role in supporting client onboarding, account administration, and the ongoing coordination of client service needs. She works closely with the advisory team to help ensure operations run efficiently and that every interaction reflects Francis Financial's commitment to exceptional client care. Known for her strong organizational skills, attention to detail, and proactive approach, Priscila is dedicated to creating a seamless experience that helps clients feel supported and valued throughout their financial journey.

Professionally

Priscila recently graduated Magna Cum Laude from Stony Brook University with a Bachelor of Science in Business Management, specializing in Marketing. Throughout college, she gained experience in customer service, business operations, and marketing through roles in retail, healthcare administration, and business internships. Those experiences strengthened her attention to detail, organization, and communication skills while showing her how rewarding it is to build meaningful relationships and help others. She’s excited to begin her career at Francis Financial, where she can learn from an incredible team while providing exceptional service to our clients.

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