Private Wealth Partners’ Client Service Support Team is comprised of highly talented and credentialed wealth management professionals dedicated to serving the needs of a variety of clients with unique needs and goals.
Client Relationship Manager
Client Relationship Manager
Anne has dedicated 40 years to serving in the financial industry and has been in her current role for 15 of those years. Every day, she values the opportunity to further develop relationships with clients and help them take steps toward achieving their financial goals.
Before joining Private Wealth Partners, Anne worked as a teller and then vice president at First National Bank of Maryland. She then moved on to become an Assistant Investment Advisor at the Scarborough Group.
Anne earned her bachelor’s degree from Randolph-Macon Woman’s College in 1979. After receiving her degree, she went on to complete further training in management and commercial lending. She obtained her Series 6, 65, 66, 7, and insurance registrations (no longer licensed) while she was working at her first job.
In her free time, Anne enjoys listening to classical music and gardening.
Taffy has worked in the financial services industry for six years. Before joining Private Wealth Partners, she held a variety of jobs at a university, three non-profits, and Pitney Bowes in the software development division.
As a team member in a smaller practice, Taffy enjoys the opportunity to really get to know the team’s clients. She is personally dedicated to approaching clients to complete their operational and service needs.
Taffy has a bachelor’s degree in political science and has earned her Series 7 registration.
Away from the office, Taffy enjoys spending time with her spouse and teenage son. She loves to travel and hike and has hiked in many places in the United States as well as in Switzerland and Peru. As a self-identifying “Anglophile,” she is fond of the United Kingdom and lived there for a year. Taffy regularly gives to World Central Kitchen and strongly supports its mission.
Having served in the financial industry for nearly 25 years, Nancy has a strong background in being the first point of contact for clients. She appreciates taking part in the concierge-style approach to serving clients and believes in a personalized financial advice as opposed to “one-size-fits-all.”
Before joining Private Wealth Partners, Nancy worked as an entrepreneur, an administrative assistant, and a Client Service Associate. She became a Senior Client Service Associate at Morgan Stanley Wealth Management in 2003 and transitioned to Private Wealth Partners in 2017.
Nancy studied at the University of Maryland, College Park. As a second-generation American, she speaks German and has travelled most of northern and central Europe. She currently lives with her fiancé in Annapolis with their dog, Chloe. In her free time, Nancy enjoys cooking, gardening, and being near the ocean.
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