Friendly. Efficient. Helpful.
Ann Marie Healey, Client Services Manager, extends warmth and security to all those she comes in contact with. It’s part of the way she’s been helping clients at Riggs Asset Management for over a decade.
It’s always nice to feel at home.
Ann Marie draws from a wealth of client service experience in the financial industry to help clients in a number of ways. She oversees:
- new accounts and account transfer
- money transfers, including wire transfers and electronic journals
- IRA distributions
- the implementation of cost basis for clients’ securities
- replacement and/or re-registration of physical stock certificates
- required minimum distributions
- estate administration
- notary responsibilities
In other words, Ann Marie eliminates the hassle of managing finances. To that end, she’s a breath of fresh air to clients on a daily basis.
You can bank on her experience.
Ann Marie worked with PNC Bank for more than 12 years prior to joining Riggs. She is a 2009 graduate of Leadership Wilkes-Barre. She serves on the United Way of Wyoming Valley’s Personal Development Committee.
Ann Marie attended both Luzerne Community College and Pennsylvania State University taking classes in business administration and computer sciences.
Wondering how she winds down at the end of the day? Learn more.
Email Ann Marie Healey.