As a Senior Registered Client Associate, Anne is responsible for the coordination and supervision of special projects with a focus on enhanced client service. She proactively anticipates the needs of the team and of the select group of clients we serve.
With more than 30 years of experience in the financial services industry, Anne’s unique background and knowledge makes her a valuable resource for our clients and the team she works with.
She is a graduate of Providence College with a Bachelor’s degree in Finance. Her career in the financial services industry began in 1984 as a branch manager’s assistant with Shearson Lehman Brothers. Anne then spent 11 years as a Financial Advisor with Shearson and A.G. Edwards. Looking for a change, she joined Morgan Stanley from 1998 to 2014 where she transitioned into various management roles including the positions of Associate Branch Manager, Risk Officer, and Operations Manager. Anne also spent time as a Senior Principal at Citizens Securities before joining Wells Fargo Advisors in 2017 as the Complex Operations Manager.
In 2020, Anne was recruited to join the Hecht & Tuthill Private Wealth Management Group of Wells Fargo Advisors, and she is very excited to be working with clients on a day to day basis again. “It is exciting to join such a professional and well-respected team, and I’m looking forward to working directly with clients again and to utilize my management skills to add to the continued success of the team and our clients.” Anne holds FINRA Series 7, 8, 24, 31, 53, 63, and 65 registrations.
Away from the Office
Anne and her partner, Dan, reside in Exeter, RI. She is blessed with two daughters, two step-sons, and four grandchildren who all live nearby. Anne enjoys DIY home projects, crafting, and hiking.