Bill Franca

Managing Partner, Vision401k
wmfranca@vision401k.com
615.807.2951

A 401(k) Sponsor looking for a new Plan? Bill is your man.

Bill puts a quarter-century of experience in financial services to use for you in his oversight of the investment and plan review for all Vision401k plans. He also oversees Sponsor and Trustee relations for our firm.

Before joining Vision401k as a Managing Partner, Bill held senior positions with Direxion Funds/Direxionshares, Massachusetts Financial Services/SunLife Financial, Manulife and American Capital.

As a member of the Executive Management Teams and Product Development Committees of both Direxion and SunLife, he played a major part in the development and introduction of alternative investment strategies and products for financial advisors.

Education and Certifications

  • Accredited Investment Fiduciary (AIF)
  • MBA from the University of Tampa
  • BS in Natural Sciences from the University of South Florida
  • Received certifications in Corporate Strategy from the Harvard Business School and Financial Management from the Wharton School executive education divisions
  • Holds NASD Series 7, 24, 63 and 65 licenses

Al Smith

Managing Partner, Vision 401k
asmith@vision401k.com
615.403.3629

If you have a Plan Participant with a question, just call Al.

Al has more than twenty years of experience as an investment advisor, and he uses those years of knowledge to create a Vision401k participant experience that’s focused on getting the right answers, the first time.

As a Managing Partner and Founder of Vision401k, Al leverages his expertise in investment selection for 401(k) plans, alternative investment selection (hedge funds, managed futures, and private placements) as well as portfolio management for high net worth Individuals as a member of the Investment Committee.

Prior to founding Vision401k, Al held Vice President positions with Morgan Keegan and Stephens Investment Bankers.

Education and Certifications

  • BA in Economics and English at the University of Kentucky
  • Awarded the Certified Financial Manager designation from Dean Witter
  • Holds NASD Series 7, 63 and 65 licenses