In her role of Senior Client Associate, Lou Ann eagerly looks forward to serving her clients every day. Her responsibilities include efficiently transferring funds, opening new accounts, and proactively anticipating the needs of the team as they collaborate to support their valued clients.
Prior to joining Clarity Wealth in 2023, Lou Ann gained valuable experience as a Client Associate, providing support to two financial advisors at Wells Fargo Advisors. She also worked as an Executive Assistant at Fifth Third Securities, where she assisted the Regional Vice President and three area managers across the Southeastern United States. In this role, her primary focus was onboarding new Financial Advisors and serving as a valuable resource to them amidst the ever-changing financial climates.
Lou Ann attended Delaware Valley University in Doylestown, PA. Away from the office, she is an avid painter and finds joy in creating portraits of her friends' beloved pets. Lou Ann has lived in Naples over 20 years and is an active member of Saint William's Catholic Church. She is a proud mother to her daughter, who resides in New York City, and cherishes the opportunity to spend quality time with her during trips to the Big Apple.
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