Ann is a First Vice President, Wealth Management Advisor and Portfolio Manager at Merrill Lynch Wealth Management in Providence RI.  Ann holds designations as a Chartered Financial Consultant, Certified 401(k) Professional, Chartered Financial Planning Counselor and a Certified Plan Fiduciary Advisor.  Ann has been an advisor at Merrill for 26 years.  Prior to joining Merrill, Ann worked for The Equitable Life Insurance Group in San Francisco, CA.  Her years of experience, dedication to her clients and comprehensive approach to managing wealth for individuals, families and institutions are the foundations of her client service model.  As a Portfolio Manager she can help clients pursue their objectives by managing on a discretionary basis her own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. 

Ann attended Rhode Island College and Johnson & Wales University.  She holds the Series 7, 6, 63 and 65 FINRA registrations.


I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.