Strategies for Wealth
Annie Olaverri is a seasoned financial professional with extensive experience in the banking and financial services industry. Currently serving as a Financial Representative at Strategies for Wealth since June 2017, Annie employs a holistic approach to develop financial strategies focused on enhancing client cash flow and asset protection. Prior to this role, Annie held multiple positions at JPMorgan Chase & Co., including Private Client Branch Manager, VP, where responsibilities encompassed branch P&L analysis, team leadership, and compliance management. Annie also contributed as an Operations Manager, AVP, and Personal Banker, Officer, where various operational and customer relationship management tasks were executed. Educational qualifications include a degree in Linguistic/Sociology from Hunter College, Intensive Credit Training from NYU School of Professional Studies, and a CAMS certification in Anti-Money Laundering from ACAMS.
Strategies for Wealth
Strategies for Wealth is a full service financial planning firm that has offices in Manhattan, Rye Brook, and Jericho, New York as well as throughout the New England area. The firm was established 85 years ago and has been a perennial leader for The Guardian Life Insurance Company ever since. Our accomplished and credentialed advisors help our clients achieve true financial security by creating strategies that aim to maximize wealth while protecting against wealth eroding factors such as taxes, inflation, and other financial costs. Through our unique planning process, we offer a conversation to individuals and businesses that very few firms can initiate- a conversation encompassing a 360-degree perspective on our clients’ financial picture. Strategies for Wealth is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 800 Westchester Avenue Suite N409 Rye Brook, NY 10573,914.288.8800. PAS is a wholly-owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. 2020-102005 Exp. 5/22