Ann M. Mohammad

Client Administration Leader

As a member of our Wealth Advisory Team, Annie provides administrative and planning support to our client relationships, facilitating the ongoing support of each client’s unique needs. Ann is a member of the Wealth Advisory Committee and leads the Client Administration Team. Prior to joining Vigilant in 2013, Annie was Senior Portfolio Administrator and Chief Compliance Officer at HeadInvest. She attended University of Southern Maine and earned her AS in Computer Information Systems from Casco Bay College. Annie holds the FPQP^® designation through the College for Financial Planning^®. She earned the Series 65 Uniform Investment Adviser Law License in 2008 and the ABA Wealth Management & Trust Certificate through the Center for Financial Training™. She is an avid runner and enjoys hiking, traveling, and spending time with her family. Annie has two adult children and resides in South Portland, Maine with her husband Faiz.

Go back

New Hampshire

18 Congress Street - Suite 209

Portsmouth, NH 03801

(603) 431-3498

Maine

One Monument Square - Suite 601

Portland, ME 04101

(207) 523-1110

Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary

Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Securities offered through Hightower Securities, LLC, Member FINRA/SIPC. brokercheck.finra.org

[{"level1":[{"title":"Why Vigilant","anchor":"why-vigilant","level2":[]},{"title":"Whom We Serve","anchor":"whom-we-serve","level2":[{"anchor":"entrepreneurs","subTitle":"Entrepreneurs"},{"anchor":"multi-generational-families","subTitle":"Multi Generational Families"},{"anchor":"executives","subTitle":"Executives"},{"anchor":"retirees","subTitle":"Retirees"},{"anchor":"individuals-in-transition","subTitle":"Individuals In Transition"},{"anchor":"professionals","subTitle":"Professionals"},{"anchor":"real-estate-investors-developers","subTitle":"Real Estate Investors/Developers"}]},{"title":"Managing Your Wealth","anchor":"managing-your-wealth","level2":[{"anchor":"wealth-advisory-services","subTitle":"Wealth Advisory Services"},{"anchor":"portfolio-management","subTitle":"Portfolio Management"}]},{"title":"Our Team","anchor":"our-team","level2":[]},{"title":"Insights","anchor":"blogs","level2":[{"anchor":"investments","subTitle":"Investments"},{"anchor":"wealth-planning","subTitle":"Wealth Planning"}]},{"title":"Careers","anchor":"careers","level2":[]}]}]