As a Boston marathon finisher, Lee Ann believes that disciplined preparation and smart planning can set you up for long term success. Lee Ann and her team are passionate about helping families plan for and attain their biggest life goals, especially in a values based way. She recently obtained her Chartered SRI Counselor^™ designation to help clients invest according to their beliefs and values.

Lee Ann is a graduate of the University of Pennsylvania. She studied International Relations and Co-captained the school's Division I Women's Lacrosse team. She is founder of Merrill's East Bay Women's Exchange, and founder of BAWLers (Bay Area Women Leaders), a thought leadership forum dedicated to providing professional women opportunities to connect, collaborate and hopefully inspire each other. Lee Ann lives in the East Bay, with her husband, and two daughters. She was a Scorpion Lacrosse coach, a mediocre tennis player and is an even worse golfer.

*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.