Ann hails from the Northeast and joined the firm in 2005. She has over 25 years’ experience in the Marketing /Advertising field. She earned a BA in Economics from the University Of Connecticut (UCONN). She is responsible for maintaining relationships with future clients (prospects), with continued communication until they become a client. She manages the company events, for our future clients as well as clients. "I enjoy the challenges and accomplishments of working in a growing financial services firm. We want every client to know their business and friendship is meaningful to us.
Ann resides in Lakewood Ranch and is mother to three kids all in their 20s.