Our investment and wealth management series continues with a spotlight on First County Advisor, AnnaMarie Boccuzzi, Estate and Trust Officer.
Tell us about yourself?
I earned a B.S. in Finance from the University of Connecticut before continuing on to graduate from the ABA Trust Program at Williams College and the National Graduate Trust School at Northwestern University. Prior to joining First County Bank, I worked as a Financial Analyst at Citicorp, Trust Officer at Connecticut National Bank, Shawmut National Bank and Fleet Bank and served as Vice President/Trust Officer at First Union National Bank.
What is your favorite part of the job?
What I enjoy most is helping clients achieve their personal and financial goals. It is both an art and a science to decipher each client’s unique circumstances, make recommendations and implement a financial plan or estate plan that will accomplish their objectives. Each client has different priorities and constraints, and as a result, each plan is a little bit different. It’s those specific details surrounding each situation that make the job particularly gratifying.
What are your clients most concerned about today?
Each client has different priorities. Concerns range from current investment portfolio management to planning for disability or transferring their wealth to their heirs. Additional matters include protecting their assets in case of divorce, bankruptcy or a long term illness.
Anything else you’d like to say to get people to know you?
Although my prior experience has been with large, regional banks, I welcomed an opportunity to work for a small, independent, community bank where client service is the number one priority.
AnnaMarie S. Boccuzzi
Estate and Trust Officer