Attracted to the constantly changing financial services industry, Anne enjoys meeting challenges as market conditions evolve and the firm adapts to help fulfill the needs of its clients.
Reliable and conscientious, Anne joined our team as a client services manager in 2007 after taking a hiatus to be home with her young children. She brings with her extensive experience in back-office financial operations and administration, which helps provide our clients with exceptional service pertaining to investment accounts, annuities and insurance policies. She strives to help clients to feel confident that our services are fulfilling their investment and planning goals in every stage of life.
Anne is instrumental in performing daily operational tasks and works directly with clients to address operational and procedural needs. She also serves as an intermediary for Raymond James and our other custodial relationships for establishing and maintaining account management and facilitating client needs. Anne has over 20 years’ experience in the financial services industry and holds an associate’s degree in accounting.
Anne has two children, and appreciates the time she spends with her family outside the office. In her spare time, she enjoys do-it-yourself projects and gardening. Anne is a former youth soccer and softball coach, as well as an adult member of Girl Scouts Heart of New Jersey.