Anne E. Shaughnessy, CTFA
Anne offers more than 25 years of experience in the banking and financial services industry.
Lake Forest College, B.A. in German
Bowling Green State University/University of Salzburg, M.A. in German
Certified Trust and Financial Advisor (CTFA)
Suncoast Estate Planning Council, Member and Past President
Getting To Know Anne
Anne loves to travel the world with her most trusted travel companion—her daughter! They’ve traveled all over the world, but the most exotic place they traveled to together is Kazakhstan.