Angie began working in the brokerage industry at A.G. Edwards as a cashier and wire operator in 2002. Soon afterwards, she transitioned to assisting Michelle and her clients, and later, she assisted a team of financial advisors and their clients. With a focus on operations, she played a major role in helping her team and the branch transition to a new platform during two company mergers.
Angie joined Summit Behavioral Wealth (Summit) in 2018 as Client Service and Office Manager. For nearly her entire career, Angie has assisted Michelle Spaziani and her clients. Together, they represent Summit.
Currently, Angie is in charge of office administration and operations and client experience functions for Summit. Angie is a strong, committed advocate for clients, and she prides herself on successfully assisting them with any administrative need with a caring and empathic approach. She especially appreciates the long-term, close relationships she has developed with Michelle’s clients. In the fall of 2018, Angie earned the Series 7 and 66 licenses to further her knowledge in the financial industry and to better assist Michelle and her clients going forward.
Angie grew up in Leyden, MA, and has lived in Western Massachusetts all her life. When not in the office, she enjoys observing and being surrounded by nature, social outings with friends, and helping family in her spare time. When vacationing, her home away from home is on the beaches and in the great outdoors of Maine. She enjoys films, many different genres of music, and a variety of arts and crafts, including drawing, painting, cross-stitch, and her passion, mosaics. She loves animals and supports local and national humane societies. For many years, she has supported Big Brothers Big Sisters of Franklin County, The Food Bank of Western Massachusetts, Adopt-a-Family and the American Cancer Society Relay for Life.