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Fran Levy

Associate, Client Services
(Houston)

Fran joined Wealth Partners Alliance in 2024 as an Associate, Client Services supporting the Lambert Team in Houston. Prior to joining WPA, Fran worked at RBC Wealth Management and previously worked at Royal Bank of Canada where she was a Branch Service Manager/Senior Client Service Associate.

Fran began her career working at Wachovia Bank where her professionalism, drive, and attention to detail quickly impressed the Sr. Vice President. As a result, they requested that she be transferred to the Wealth Management Team.

A lifelong Houston resident, Fran is a proud mother of five and grandmother of eleven. She has been happily married to her husband, Terry, for 32 years.  In her free time, Fran enjoys time spending with her family, volunteering at Kids ‘R’ Kids Learning Academy, and contributing to the Fort Bend County Medical Reserve Corps.

Fran’s favorite things to enjoy in Houston:

·       Going fishing on their boat with her husband Terry

·       Going to the gun range

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