Get to Know Anne:
What do you enjoy most about working in wealth management?
Definitely the people. I enjoy interacting with clients and helping them achieve their goals. I have always loved numbers and being organized, so my job is not just a job. It's one of my happy places!
Which of your skills do you find most helpful in your work?
I find that listening is a great asset. Sometimes people just need you to hear what they have to say and that alone can solve a problem. My multitasking abilities which I have honed over the years is another helpful skill as it allows me the opportunity to take care of many things at once.
What is the best part of working at Monterey Private Wealth?
Being part of an amazing team. We all bring different skills to the table and by doing so, we create a very caring, positive team.
What is the best financial advice you have ever received?
It was given to me by Charles Schwab, in person. We were at a Schwab event at Pebble Beach and he told me, "Just remember, don't be afraid to face your finances, and don't be afraid to ask for help. You are in control of them; they are not in control of you."
How have you been involved in your community?
I volunteer for the Salvation Army bell ringing (prior to Covid). I organize our team event to volunteer for the "Stuff the Bus" campaign for the United Way of Monterey County. Our firm goal is to be active in our community through volunteering at least quarterly.
What do you love doing outside of work?
Family is always number one. My granddaughter Tessa is the light of my life. We love our adventures such as the Aquarium, Great Wolf Lodge, playing softball and watching movies. I have been a Steeler's Fan since I was twelve years old and still am! It was fate that I married a man from Pennsylvania! I also enjoy reading, working in my garden and playing with my dog, Jack.
Education and Accreditations:
- Anne has been a notary since 2008.
Expertise and Experience:
- Anne has been in the financial industry since 2006.
- Before joining MPW, Anne worked at Charles Schwab for 10 years and was the Head Bookkeeper for Long's Drug Stores in Salinas for 25 years.
- Anne’s current role as Operations Manager, focuses on developing a relationship with clients, so MPW can deliver a more streamlined experience. Anne takes the times to understand each client and their unique needs. She spends time to sit with each client to make things like paperwork processing easier and not overwhelming.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Monterey Private Wealth, Inc. is engaged, or continues to be engaged, to provide investment advisory services.