Ann Marie is a Wealth Manager at Globaleye, specialising in Clients who have connections to America. She holds the US Certified Financial Planner (CFP®) designation and has been working in the financial services industry for over 18 years.
In 2015, Ann Marie won the prestigious PlanPlus Global Financial Planning Award for Asia. The award is given to planners from three regions worldwide- the Americas, Asia and Europe. Ann Marie submitted a written financial plan that demonstrated outstanding financial advice which focused on her Client’s best interest.
Ann Marie is one of the only fee-based American financial planners in Singapore. She employs an integrated, consultative approach to assist her Clients in all areas of financial planning including Investment, Tax, Insurance, Retirement and Estate Planning. A unique area of specialisation is pre-US immigration planning.
Prior to moving to Singapore with her family in 2007, Ann Marie worked at Legg Mason Investment Counsel (LMIC), and its predecessors, providing highly tailored investment and trust strategies for affluent individuals, families and institutions. Before LMIC, Ann Marie worked at Goldman Sachs.
She holds a Bachelor Degree from Syracuse University and is a member of the Financial Planning Association in the US and Singapore. Ann Marie is licensed to give financial advice by the MAS in Singapore and the SEC in America.
In her free time she is an active volunteer with Friends of the Museums (Singapore) sharing with others her passion of art, history and culture.
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