Client Relations Specialist
Anne has spent over 10 years providing quality client service and operational support to Registered Investment Advisors (RIAs) throughout the Boston area. She joined Flagship Wealth Advisors in June 2018.
As Client Relations Specialist at Flagship Wealth Advisors, Anne works directly with clients to facilitate the opening of new accounts as well as to process maintenance requests, often acting as a liaison between clients and broker/dealers. She is an early bird and enjoys heading into the office first thing in the morning to get down to business!
She has an undergraduate degree in Communications and Psychology from Eastern Connecticut State University and a Master's Degree in Organizational and Corporate Communications from Emerson College in Boston.
In her spare time, Anne enjoys doing yoga, reading, and spending time with her nieces.
Anne is not registered with Woodbury Financial Service, Inc. or Flagship Wealth Advisors, LLC.
Phone: 781-224-9924 ext. 13
*Anne is not registered with Royal Alliance Associate, Inc. or Flagship Wealth Advisors, LLC.