Vice President and Wealth Manager
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Top 5 StrengthsFinders
What three words best describe you?
What I like best about my role at Lenox
Helping clients. Elder Care is my favorite area of interest and focus.
- National Social Security Advisor
- Certified Senior Advisor®
- President’s Award for Outstanding Customer Service– Merrill Lynch
- Series 7 (not current)
Best advice I was ever given
The best way to predict your future is to create it.
What does “Fund a Life You Love” mean to you?
Spending quality time with my family, helping with my grandchildren.
Anne has been working with Lenox clients for more than 19 years in various roles and brings over 28 years of investment management and brokerage industry experience to her role as Wealth Advisor. Among her current specialties is helping families think about, plan and navigate their elder care, estate and legacy planning needs.
Prior to joining Lenox, Anne served as Head Trader for Equities and Fixed Income within a wealth team at Merrill Lynch and UBS Paine Webber, where she specialized in working with high net worth executives from major Cincinnati area companies. While at Merrill Lynch, Anne was the principal contact for P&G option exercises worldwide and worked closely with senior executives requiring special handling for Rule 144 trades.
Anne earned her NASD Series 7 and 63 Securities Licenses and was also a recipient of the Merrill Lynch President’s Award.
Anne and her husband, Jerry, live in Fairfield. They have two daughters and two grandchildren.