Cheyenne Francis
Senior Client Service Associate
As a Senior Client Service Associate in Wealthspire’s Potomac office, Cheyenne supports clients through account openings, transfers, distributions, retirement rollovers, and other service needs from initiation through completion. She works closely with advisors to ensure client requests move forward efficiently and accurately, bringing responsiveness, attention to detail, and discretion to every interaction. Cheyenne joined the firm in 2019 and has developed deep experience in client service and operations, with particular expertise in custodian policies and procedures, account documentation, and complex client requests. Prior to joining Wealthspire, she was a Client Service Representative and Teller with Community Trust Bank. Her background gives her a practical understanding of financial operations and allows her to anticipate requirements, identify potential issues early, and keep client needs moving forward. Cheyenne earned a Bachelor of Business Administration in Managerial Finance from Eastern Kentucky University. She is known for her strong operational knowledge and calm, dependable approach to serving clients.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
