• Anne Whelan

    Client Service Associate

Anne joined Thompson Wealth Management in February, 2022 bringing with her more than 17 years of experience in administrative services and financial reporting and analysis. Her dedication to her clients is reflected in the almost two decades that she spent in her role at Ascension Parish. In addition to her duties providing administrative support, fulfilling financial tasks such as payroll, maintaining accurate record keeping and compliance requirements, etc., Anne regularly served as Campaign Administrator for the Annual Giving Appeal, building vital support to the Parish. Her kind personality and attention to detail have attributed to her success in forming trusted and respected client relationships and make her the perfect complement to our team. Anne supports the team daily by fulfilling client requests in a timely, precise and friendly manner.

Anne began working at the age of 11 where she delivered the newspaper seven days a week for five years. She purchased her first car with her earnings, and then went on to work for Grumman Aerospace while putting herself through college. She received her Associates Degree in Education from Brevard Community College (Eastern Florida State College) and her Vocational Certificate in Business and Document Processing from Suffolk Community College.

Anne enjoys spending time with her husband, Andrew. She has two married sons, Christopher to Astha, and Nicholas to Kathryn. She recently welcomed her first grandchild, the beautiful Cecilia Anne! She enjoys long walks, spending time at the beach, visiting and hiking through our countries most awesome National Parks, and spending time with her family and friends. She is a member of the Ladies Auxiliary, established to stand side by side with the Knights of Columbus Council, serving our community.

Raymond James is not affiliated with the above organizations and/or charitable causes.