Category: CLIENT RELATIONSHIP ADMINISTRATION

As a member of our Wealth Advisory Team, Ann 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 firm’s Wealth Advisory Committee and leads the firm’s Senior Investor Committee. Prior to joining Vigilant in 2010, Ann was a U.S./Global Fixed Income Assistant-Research and Business Information Administrator at Lazard LLC in New York. As a U.S./Global Fixed Income Assistant, Ann supported both Global and U.S. Fixed Income Directors. Ann earned the Certified Senior Advisor® designation through the Society of Certified Senior Advisors®, and her BS in Business Administration with a concentration in Finance from Ramapo College of New Jersey.

As a member of our Wealth Advisory Team, Isabel provides administrative and planning support to our client relationships, facilitating the ongoing support of each client’s unique needs. She is a member of the firm’s Wealth Advisory Committee and contributes to sub-committee work in the areas of Practice Management and Cash Flow. Prior to joining Vigilant, Isabel studied at Southern New Hampshire University where she earned her B.S. in Business Administration with a concentration in Finance. She spent two semesters studying abroad, one in Rome, Italy and one in Wollongong, Australia. Isabel lives in York, Maine and in her free time enjoys traveling, hiking, and spending time with friends and family.

As a member of our Wealth Advisory Team, Danielle provides administrative and planning support to our client relationships, facilitating the ongoing support of each client’s unique needs. She is a member of the firm’s Wealth Advisory Committee and contributes to sub-committee work in the areas of Estate Planning and Philanthropy. Prior to joining Vigilant, Danielle worked for several financial-services companies, commencing her career in Boston at Tucker Anthony and Eaton Vance. After moving to Maine in 2005, Danielle was a Financial Advisor at Merrill Lynch. Most recently, she led the customer-success team at a 401(k) start-up and provided financial and bookkeeping services to small businesses. She earned her Bachelor of Science from East Carolina University. Danielle enjoys watching her kids play year-round sports, walking, yoga and a good psychological thriller series. She resides in Saco, Maine with her three children, Charlie, Addie and Olivia.

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 firm’s 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 previously served 6 years as Treasurer of the South Portland Track & Cross Country Boosters. 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 with her husband Faiz.

As a member of our Wealth Advisory Team, Emma provides administrative and planning support to our client relationships, facilitating the ongoing support of each client’s unique needs. She is a member of the firm’s Wealth Advisory Committee and contributes to sub-committee work in the areas of Estate Planning, Risk Management, and Senior Investors. Prior to joining Vigilant, Emma was an Analyst at BNY Mellon where she served as a liaison between the firm’s operations, client service, and investment management teams. Emma earned her B.A. in Economics from the University of California, Berkeley. While at UC Berkeley, she enjoyed participating in the Outdoors Club and taking hiking and ski trips throughout Northern California. She now lives in Portsmouth, NH and enjoys traveling, reading, and spending time with family and friends.

As a member of our Wealth Advisory Team, Kelly provides administrative and planning support to our client relationships, facilitating the ongoing support of each client’s unique needs. She is a member of the firm’s Wealth Advisory Committee and contributes to sub-committee work in the area of Practice Management. Prior to joining Vigilant, Kelly was a Wealth Management Specialist at People’s United Bank where she worked with high-net-worth clients, non-profits, and retirement plans. She earned her Bachelor of Arts from the University of New Hampshire and Personal Trust Diploma from the Center for Financial Training™ & Education Alliance. Kelly enjoys traveling and attending live music events. She resides in Greenland, NH with her husband, Chuck, and their son, Rory.