Client Service Specialist
Ann-Marie joined Richardson Financial Services in 2022 as a Client Service Specialist. Her friendly approach and high energy are a great fit with the Firm’s client-centric philosophy. In her role, Ann-Marie collaborates with the Investment Advisors and assists in processing day-to-day operational and financial requests on behalf of clients.
Prior to joining the firm Ann-Marie held client specialist and relationship management positions at Middlesex Savings Bank and Bank of America/Merrill Edge. In addition to her client service experience, Ann-Marie assisted in the cash management function and administered client retirement account requests in her banking roles. She was certified as a Notary Public in February 2020 and has completed continuing education coursework in subjects including finance, mutual funds, investments, and ethics.
Family is important to Ann-Marie. She and her daughter have fun together cooking, creating crafts, and shopping. Ann-Marie also enjoys gardening and weekend trips to the beach.