A holistic financial advisor who specializes in working with busy, successful individuals and couples who want a reliable partner to manage the mental load of their financial decisions. She provides these clients with personalized, tailored investment solutions to assist them in working towards achieving their financial goals. She serves her clients by aligning her personal experience, objective a
dvice, and financial tools and knowledge to help these couples simplify their investment activities while increasing their confidence in their financial future. Annie gets to know her clients on a deeper level, and this knowledge transcends directly into the financial planning she does. By finding out what’s important to you, she can personalize the plan to fit your needs. She is there to help through life’s transitions, whether it be marriage or divorce, a new job, sending the kids to college, or planning your paycheck in retirement. What makes Annie different from other financial advisors is her ability to create a solid vision based on generous listening skills and a deep interest in understanding where each client is coming from. Rather than transactional sales, she is a trusted partner on their journey. It is her mission to help them get to where they want to go, so she can celebrate with them when they get there. In early 2017, Ann joined New York Life, but after 4 years there, she wanted to be able to offer more opportunities to her clients. Now, she’s able to be that fiduciary and financial advisor she wants to be. Annie takes a mindful approach with financial advising, blending an awareness around mindset with a financial plan. Annie is passionate about helping women become financially independent. She believes that it is critical for each person to be in the driver’s seat of their financial well-being so they are never in a position they don’t want to be in because of money. She also loves working with D***S (double-income/no kids) to help them leverage their situation so that they can accomplish what they want - whether that be retiring early or leaving a legacy to a cause they believe in. Annie believes that a strong financial foundation allows people to have choice in their lives. She is intentional, relationship-driven, compassionate, and caring with everyone she works with. Achievements
Annie graduated cm laude with a bachelor’s degree from Springfield College in Massachusetts where she majored in Communications. While at New York Life, she was an Executive Council member each year, and was one of the top agents of her class. She is a Million Dollar Round Table Member, which its membership is recognized internationally as the standard of excellence in the life insurance and financial service business. Annie holds FINRA series 6, 63, 7 and 66 licenses. She also has her Life, Health, and Long-Term Care licenses in the state of Colorado and various other states. She is also a certified yoga instructor and meditation teacher and likes to incorporate these practices into her work for “mindful money” events. Activities
A New England native, Annie loves the outdoors. She is typically hiking, running, bike riding, skiing or camping on the weekends. She loves to travel and tributes her independence to solo trips she’s taken around the world. Connect:
www.linkedin.com/in/annie-generositywealth
