Annette Lease

Annette Lease, CTFA, currently serves as Senior Vice President and Senior Financial Planning Officer at Machias Savings Bank, a position held since August 2018. With a strong focus on financial preparedness for retirement and life transitions, Annette is dedicated to supporting Maine's aging retirement community. Prior experience includes serving as Senior Financial Planning Officer and Vice President of Wealth Management at Bangor Savings Bank from February 2012 to September 2016, where Annette provided fee-only, fiduciary-based financial planning services. Previous roles also include Vice President of Financial Planning at People's United / Merrill Bank, Financial Planning Officer at Union Trust Company, and Marketing Specialist at Maine Savings FCU.