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Francis A

Series 63

Westlake, OH

T. Rowe Price Advisory Services, Inc.

Francis Anello is a financial advisor at T. Rowe Price Advisory Services, Inc. with 10 years of industry experience. He holds a Series 63 designation and has worked previously at Morningstar Investment Management LLC, Lineweaver Wealth Advisors, LLC, Triad Advisors, and Charles Schwab. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households, using model portfolios composed exclusively of selected T. Rowe Price mutual funds and ETFs. The firm employs asset-location strategies, tax-aware rebalancing, and Monte Carlo simulations for retirement income planning.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
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