Anne Marie helps create financial security and peace of mind for individuals and their families. She accomplishes this by providing clients with a high level of service that meets and often exceeds their expectations. Investors benefit from her customized approach to managing their wealth because it helps address their current financial needs and achieve their long-term goals.
Anne Marie started in the financial services industry in 1987. Before joining RBC Wealth Management, she worked at Bank Investment Services until 1994 and then at UBS Financial Services for over 20 years.
She earned a Bachelor of Science degree in finance from the University of Illinois. Also she passed the Series 7, 63, 65 and 24 exams and holds life and variable life insurance licensures.
Anne Marie is also mother to five happy and successful adult children.
Approach to wealth management
Our approach integrates your objectives into a personalized plan that can be updated as life changes occur. We combine sophisticated investment planning tools with professional resources to help match your objectives with customized solutions. Our process includes:
- Understanding your financial objectives — We begin by listening to understand you and your financial objectives.
- Gathering your current financial information — Together, we gather specific information on your financial picture.
- Developing smart, time-tested strategies — Next, we analyze your financial and personal information to match your objectives with sound strategies.
- Implementing thoughtful and creative solutions — We develop customized solutions tailored to your objectives, drawing from a wide selection of worldclass products and services.
- Providing professional service and resources — We help you review your financial picture in light of changing circumstances both personal and market-driven.
