Meet the Barclay Mortgage Advisors Team

Bill Francis, CFP®
Investments
Insurance
Mortgage Services

Bill Francis graduated from Southern Methodist University in 1980 with a Bachelor of Business Administration degree and received his Master of Business Administration degree in 1983 from Texas A&M University. He obtained his CERTIFIED FINANCIAL PLANNER™ certification in 1988. He began his career with IMG, originally known as “International Management Group” (founded by Mark McCormack and headquartered in Cleveland, Ohio) before starting Barclay Financial Group in 1987. As owner of Barclay Investment Advisors, Barclay Insurance Agency, and Barclay Mortgage Services, he specializes in providing wealth management services to individuals and closely-held businesses and their owners.

In his spare time, Bill enjoys reading, sports, and traveling. He also volunteers at Parish Episcopal School and Preston Hollow Presbyterian Church. Bill, his wife and teenage daughter live in North Dallas.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.