Annette is a Client Relationship Manager at Archway Wealth Management and serves as clients’ primary point of contact for account transactions and service needs. Her responsibilities include client communications; coordinating new account openings, account transfers, and online access; and managing client cash services such as wires, cash advances, and IRA distributions.
Before joining Archway, Annette built a diverse and progressive career at Webster Bank (formerly Sterling National Bank), Capital One Financial Advisors, and the Bank of Smithtown. Her experience spans roles from Registered Sales Assistant and Brokerage Processing Associate to Trust Officer and Manager of Operations, Wealth Services. Throughout her career, she has supported financial advisors and private wealth management teams, managed client relationships, overseen trust and estate administration, and assisted with audits and regulatory reviews.
Annette holds a Bachelor of Science in Business, Management, and Economics from Empire State College. She is licensed with Series 7 and Series 63 registrations with LPL Financial and holds Life, Accident, and Health Insurance licenses.