ABOUT AnnAnn is a family office relationship manager for Commerce Trust. She collaborates closely with clients on strategies for addressing the complex personal, family, and financial challenges that can accompany significant wealth and can often impact current and future generations.
Ann works to help clients integrate core values into wealth planning and decision making, translate vision and mission statements into actionable solutions, implement successful family communication strategies, and establish effective family governance structures and processes. Ann has more than 30 years of experience in the financial services industry. Prior to joining Commerce, Ann served as a senior vice president and private client advisor at U.S. Trust, Bank of America Private Wealth Management in Kansas City.
Ann has a law degree from Boston University School of Law and a bachelor of arts degree from Connecticut College. She also has earned her CERTIFIED FINANCIAL PLANNER™ designation. She has twice been named as one of the Nation’s “100 Most Exclusive Wealth Advisors” by Robb Report magazine.