Our Team | Lapis Wealth Advisory
Private Wealth Advisor
Francesca Banci formed LAPIS WEALTH in 2023 after spending the last 27 years working as a private wealth advisor at Ameriprise Financial in Melville, NY. Francesca obtained her CERTIFIED FINANCIAL PLANNER™ certification in 1999 and works diligently with individuals and couples to develop and implement financial planning, insurance protection and investment strategies that enhance financial security and add value to her clients’ overall wealth and wellbeing. Areas that Francesca works with clients include investment portfolio management, cash flow planning, retirement planning, life, disability and long-term care insurance strategies, and generational wealth planning.
While in New York City, Francesca earned her MBA in Marketing and Finance from New York University in 1995 and her Undergraduate BA at Smith College, Northampton, MA.
During her spare time, Francesca enjoys spending time with her family in Italy and many friends in the United States and Europe. Her hobbies include leading spiritual retreats in Tuscany Italy, cooking, renovating adobe homes in Santa Fe, and Centering Prayer.
Client Service Manager
Andrea Poole joined Francesca Banci's financial planning and investment management practice in 2014 excited to rejoin the workforce after taking several years at home to raise her children. Her varied financial services experience includes several financial services administrative positions as well as well as over 10 years on the American Stock Exchange trading floor.
As client service manager Andrea works to provide exceptional service through client service outreach, meeting preparation, document submission and follow up on all related tasks.
She is married has two children, and two rescue Labradors and resides in Seaford, New York. In her spare time, she enjoys spending time with her children and pets and volunteering in her community and school district serving on the local Civic association, Parent Teacher Associations, and dog rescue.
Karen Bogart joined Francesca Banci’s financial planning and investment management practice in 2016. Karen works with clients organizing and updating their financial records, so clients can get a complete view of their finances, net worth and cash flows. With this information, clients will be able to plan for their future financial goals.
Karen has over 40 years of experiences working in accounting. While Karen was a controller, she streamlined and initiated accounting procedures, which increased profits and productivity.
Karen is family oriented and enjoys traveling with her husband, and spending time with her three children.