Using investment expertise to meet your unique needs.
As Senior Vice President, Wealth Sales Team Lead in Milwaukee, Anne leads a team of highly experienced financial professionals to deliver customized solutions to clients in the Milwaukee market. Anne is an investment management professional with a long history of success in new business development and client service management. She has a broad understanding of equity and fixed income markets and is versed in delivering investment recommendations to fit each client’s unique situation. Anne has a great ability to connect with people and is knowledgeable in serving a wide variety of clients and needs.
- 20 years of investment management experience and expertise working with large and complex clients, prospects, consultants, and key intermediaries
- Expertise with a broad range of client types, investment objectives and levels of investment sophistication
- Bachelor of Science in Business Administration from the University of Louisville and Master of Business
Certain advisors are employees of Johnson Bank and Johnson Wealth, Inc. Additional information about Johnson Wealth, Inc. and its advisors is available on the SEC’s website at www.adviserinfo.sec.gov. Johnson Financial Group and its affiliates do not provide legal or tax advice. Please consult your own professional advisors.
Ask Me About
- Wealth Strategy
- Estate Planning
- Retirement and Financial Planning
- Former Pack Master - St. John Vianney Cub Scouts Pack 71
- Past treasurer and board member and current member of Professional Dimensions
- Past board chair for the Women’s Fund of Greater Milwaukee
- Volunteer – Milwaukee Marathon