Business Hours
M-F 8am-5pm, Sa-Su Closed
Specialties
Military benefits, Comprehensive financial planning, Investment strategies, Debt management
Listed In: Financial Planning Consultants
Susan Francis joined First Command Financial Services as a Financial Advisor in July 2026, following a 23-year career in the United States U.S. Army, where she attained the rank of 1SG. Susan understands the challenges and opportunities associated with life in the military and is committed to… Susan Francis joined First Command Financial Services as a Financial Advisor in July 2026, following a 23-year career in the United States U.S. Army, where she attained the rank of 1SG. Susan understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away. Susan has a bachelor's degree in Healthcare Management from University of Phoenix , and an associate's degree in Healthcare Administration from University of Phoenix . She holds Series 6, 63, 65, 66 securities licenses plus life and health insurance licenses in North Carolina. Susan serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. She is committed to coaching clients to pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family she serves. Active in her community, Susan is a member of Combat Veteran's Motorcycle Association, a 501c3 organization. They run events to raise money for veterans' in need. In her free time, Susan enjoys, listening to music, spending time with family and traveling. First Command Financial Services was founded in 1958 by a retired Air Force officer for the specific purpose of improving the financial well-being of military professionals and their families. Today, more than 500 First Command Financial Advisors across the country and abroad, many of whom also served, are committed to the company’s Mission of "Coaching those who serve in their pursuit of financial security." Read more