Agnese studied economics at Kenyon College so she could learn about capital markets and how they function in the world. She also earned an MBA with a concentration in finance from the University of South Florida, and holds the Chartered Financial Analyst® designation. Agnese passed the Series 7 and 66 Securities exams.
She has more than 20 years of experience in the financial services industry, starting her career as a securities trader at Wood Asset Management, Inc. before joining Wells Fargo Private Bank as a senior investment strategist. In 2020, Agnese joined RBC Wealth Management as a financial advisor, where she strives to help clients achieve their wealth goals with ethics and transparency.
In her time outside of the office, Agnese shares her talents as a competitive swimmer. She swam on the Latvian Olympic Team in the Atlanta 1996, Sydney 2000 and Athens 2004 Olympic Games. She and her husband enjoy volunteering for the Sarasota Sharks Swim Team. Agnese is mom to two boys, Lance and Hines, and they both swim& on the Sarasota Sharks swim team.
