Annie joined Raymond James in 2022 and joined Bridgeside Investment Group in 2024 as a Registered Client Service Associate. She brings a passion for delivering exceptional client experiences and cultivating strong, lasting relationships with clients. She works closely with Patti to provide critical administrative support, assist clients with their financial needs, and handle operational tasks in a detail-oriented and efficient manner. She also manages the marketing and communication strategy for the team.

She graduated from the College of Charleston in 2021 and holds both her Series 7 and Series 66 licenses. Committed to ensuring clients feel supported every step of the way, her dedication, cheerful personality, and client-focused approach make her an invaluable asset to the team.

As a Charleston native, Annie enjoys spending her free time at the beach, on the water, and exploring new travel destinations. She has a deep appreciation for the vibrant food scene downtown and is always on the hunt for the next great restaurant.