FUND A LIFE YOU LOVE

Anne Burney

Vice President and Wealth Manager

aburney@lenoxwealth.com

 

Kolbe Score

4 7 6 3

 

Top 5 StrengthsFinders

  • Empathy
  • Consistency
  • Harmony
  • Restorative
  • Adaptive

What three words best describe you?

  • Nurturing
  • Energetic
  • Trustworthy

 

What I like best about my role at Lenox

Helping clients. Elder Care is my favorite area of interest and focus.


Special Certifications

  • 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.

 

It is an honor to be so closely involved with our client families and to be entrusted to help see them through what can be financially complex and emotionally challenging times of their life.

 

Biography

 

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.

 
Summary Block
This is example content. Double-click here and select a page to feature its content. Learn more.