Ann Hattis
Vice President, Senior Financial AdvisorNMLS #512365
My clients' goals are the driving force in providing strategies for investment management needs, credit needs, insurance needs, wealth transfer needs, business financing and banking needs through Bank of America, N.A., and business succession needs. I work with clients of all ages and degrees of wealth complexity, helping to bring clarity to their concerns and ultimately determining the best strategies to help achieve their goals.
A seasoned professional,with over 30 years in the financial services industry, I bring experience and integrity to my client relationships.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
