Ann Stiness
Ann Stiness is a Senior Vice President, Wealth Management Advisor, and Portfolio Manager with Merrill Lynch Wealth Management in Providence, Rhode Island. With more than 30 years of industry experience, Ann helps individuals, families, and institutions develop customized wealth management strategies designed to align with their unique goals and priorities.
Ann holds the Chartered Financial Consultant® (ChFC®), Certified 401(k) Professional® (C(k)P®), Chartered Retirement Planning Counselor™ (CFPC™), and Certified Plan Fiduciary Advisor™ (CPFA®) designations. She also maintains FINRA Series 7, 6, 63, and 65 registrations.
Prior to joining Merrill, Ann worked with The Equitable Life Insurance Group in San Francisco, California. Her extensive experience, commitment to client relationships, and comprehensive approach to wealth management form the foundation of her practice.
As a Portfolio Manager, Ann can manage client assets on a discretionary basis through Personalized and Defined Strategies, utilizing individual stocks and bonds, Merrill investment models, and select third-party investment strategies. Her objective is to help clients pursue their financial goals through thoughtful portfolio construction, disciplined investment management, and ongoing guidance.
Ann attended Rhode Island College and Johnson & Wales University.
A strong believer in Merrill's tradition of community involvement, Ann is committed to giving back through volunteer service and supporting organizations that make a positive impact in the communities she serves.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
