Anne Kaley Franklin-Peiper, ChFC®, CLU®, CASL®

Wealth Management Advisor

My Team

 

 

 
Sheila Marie Nero

Sheila Marie Nero

Associate Wealth Management Advisor
Office 407-754-0500

I coordinate investment operations for our team.  During my 27 year career in financial services, I’ve worked with dozens of advisors and thousands of clients at EF Hutton, UBS and Shearson.

I work with Anne to develop individualized Personal Planning Analysis reports for each client, perform analysis of investment statements, establish and service all investment account needs.  I also maintain Anne’s records, licenses, regulatory agency compliance and business operations.

I have two grown children and 2 fabulous granddaughters named Brianna and Adrienne.

 
 

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