Ann began her financial services career in 1990, and has boundless energy for monitoring economic and market conditions, researching and planning for clients and the practice. With a “glass half full” view of life, she offers an objective and knowledgeable perspective to clients as she guides them to and through retirement. She uses her infectious laugh and approachable manner to make clients feel welcome and enjoys serving her community with a civic and professional approach.
Being an advisor is a natural fit for Ann. “I have always enjoyed working with numbers and helping others formulate and pursue financial goals,” she says. She began her career as a mutual fund coordinator with First American Bank in Nashville in 1990, where she served for six years. She served as a financial advisor with Wilson Bank & Trust Investment Services from 1997 to 1999 prior to rejoining in 2008 and affiliating as an advisor with Raymond James Financial Services. She graduated from Tennessee Technological University with a Bachelor of Science degree in finance.
Having lived in the Hermitage/Mount Juliet area for 31 years, Ann has been an active member of St. Stephen Catholic Community since 1983 and is a current member and past president of the Mount Juliet Kiwanis Club. She lives in Old Hickory, is married to Zig and has three children: Marissa, Griffin and Nicholas Guarneri. In her free time, she enjoys reading, hiking, solving puzzles and watching Broadway shows.