Connie assists our advisors with completing account-related transactions on the behalf of our clients, and works with our financial advisors to help ensure that their portfolios are up to date. She treats clients with the highest respect and is dedicated to providing the best possible experience, promptly addressing any questions, requests or concerns they may have.
Before joining our team in October 2017, Connie worked at Citizens Bank and its wealth management division for 28 years in several capacities, including financial/operations risk analysis, retail senior trust operational specialist and senior trust operational specialist. She earned an associate’s degree in business and finance from the New England College of Business in Boston. Originally from Warwick, Rhode Island, Connie lives in Viera, Florida, with her husband, Jeffrey. They have a daughter Sarah. In her free time, Connie enjoys traveling and boating.