A Team Made for the Remarkable

Matt possesses a rare combination of extensive analytical abilities, a genuine sense of warmth and constant desire to learn, making him a trustworthy advisor and invaluable team member.

With nearly two decades of experience, Matt’s perspective has been shaped by his professional evolution.

After earning his bachelor's degree in finance from Fairfield University and MBA from NYU Stern School of Business, he crafted a path capitalizing on his diverse strengths, beginning in sales where he honed his relationship-building skills that remain front and center today. He then transitioned to a research analyst role, where he immersed himself in numbers and data.

It was at this point in his career that he decided to fuse his favorite elements from both paths. And today, he could not be more fulfilled.

Matt finds immense joy in helping forge financial brighter futures through highly-specific and holistic strategies that include wealth building and legacy creation — all so his clients and their heirs can live the lives they’ve envisioned.

Away from the Office

Matt embraces an active lifestyle that includes competing in triathlons, snowboarding, and playing basketball. A devoted family man, he cherishes spending time with his wife and coaching the flag football, basketball, soccer and lacrosse teams of their three children.


CA Insurance License Number: 4037733. Resident State [NJ]

Mark Franciotti is a Senior Financial Advisor with more than 15 years of experience helping individuals and families navigate complex financial decisions with clarity and confidence. He brings a thoughtful, disciplined approach to portfolio strategy, grounded in ongoing research and a long-term perspective.

A former collegiate lacrosse player, Mark is comfortable in fast-moving environments and carries that mindset into his work in the capital markets. He has a strong interest in macroeconomic trends and focuses on translating global market developments into practical, personalized investment strategies aligned with each client’s goals.

Mark believes that effective wealth management begins with understanding what matters most to each client. He works closely with individuals and families to develop tailored plans that may include investment strategy, retirement planning, estate considerations, and long-term wealth transfer. His approach is relationship-driven, with an emphasis on trust, communication, and consistency over time.

He is known for being accessible and proactive, helping clients stay informed and confident as their financial needs evolve. Whether reviewing portfolio positioning or identifying new opportunities, Mark focuses on simplifying complexity and providing clear guidance.

Mark earned his Bachelor’s degree in Finance from Kean University, where he was a student-athlete. As a graduate of one of the nation’s leading universities for social mobility, he developed a lasting interest in financial education and the role it plays in creating opportunity. He is a member of the Margate Wealth Management Group of Wells Fargo Advisors and has spent his career developing within the team while building long-standing client relationships.

Away from the Office
Mark serves as Vice Chairman of the Kean University College of Business and Public Administration and is actively involved with the Kean University Foundation and student mentoring initiatives.

Mark lives in Essex Fells, New Jersey with his wife, Marie, and their two children, Juliet and Cristian. Outside of work, he enjoys distance running, travel, and spending time with family, including visits to relatives in Italy. Mark most recently finished the 2026 Jersey City Marathon in 3 hours and 50 minutes (Bib 2026).