Anne (Annie) assists our clients with their needs, concerns & requests. Her goal is to make sure they are happy with the service she provides, and that they can trust & count on her.
After graduating from the Notre Dame of Maryland University, she worked for Alex. Brown & Sons, Inc. in the Baltimore and West Palm Beach offices. After moving to Naples, Anne joined Raymond James in 1998 as a Senior Registered Client Service Associate. When the office merged with the branch in North Naples she obtained her Series 9 & 10 licenses and became the Operations Manager. In that capacity she oversaw the overall operational efficiency of the branch office, ensuring compliance with firm & regulatory policies & procedures. After nine years she decided that she enjoyed dealing with clients more and resumed her position as a Senior Registered Client Service Associate.
Anne enjoys spending time with her husband at home, going to the beach with her girlfriends and doting on her nieces, nephew and two spoiled cats. In her spare time, Anne enjoys helping others in the community with her involvement in the Fraternal Order of Eagles Auxiliary coordinating benefits and raising money for various local charities.
Raymond James is not affiliated with the above organizations and/or charitable causes.