Ann has spent more than 15 years serving clients in the investment and planning services industry. She completed her undergraduate studies at Jacksonville University, where she earned a Bachelor of Science in Business, with a minor in Psychology.
As Branch Operations Associate for Wealth Advisory Services, Ann provides customer service, financial advisory support, and compliance to all of the company’s clients. She devotes her efforts to making each client feel welcome and confident that their financial wellbeing is as important to the company as it is to them.
Prior to working for Wealth Advisory Services, Ann worked as a registered sales assistant for Kidder, Peabody & Co., a securities practice specialized in investment banking, brokerage and trading. Her responsibilities were similar to those in her current role, but she was also in charge of advising clients on the company’s available products and services.
Ann currently lives in Doylestown with her husband Jaime and their three children.