Anne Marie is the newest team member at Innovative Financial Solutions, LLC and spends majority of her time developing financial plans focused on college planning and retirement.
Anne Marie graduated from North Carolina State University. Immediately following college, Anne Marie worked at Grady-White Boats in the Marketing Department, where she planned photoshoots, boat shows, and website development. She holds her FINRA Securities Industry Essentials, Series 7, and Series 66 securities registrations held with LPL Financial, as well as her Life, Accident, and Health Insurance Licenses. All of these certifications, help her develop plans in accordance with her clients’ goals.
When not in the office, Anne Marie enjoys traveling, boating, and spending time with her husband and puppy. She is President of the Cape Lookout Grady-White Boats Owners' Club and is an active member in her church.