Anne Hamlin has more than 35 years of trust and wealth management experience from a range of top regional banks, including Comerica, Chemical, and JP Morgan Chase.
She combines her wealth of knowledge with a service-focused approach when handling client and operational responsibilities—from opening accounts to addressing client questions to assuring assets are handled and tracked appropriately.
Hamlin’s outside interests include volunteering with the Pan Equus Animal Sanctuary (PEAS) in Oxford, Michigan, which provides care and comfort for abused and neglected animals.
“It’s rewarding to make our clients’ lives easier. I want them to know that they are in good hands.”
Many advisors are noticing an increased interest in next-generation planning. As you encounter clients with larger and more complex estates, there may be more valuable options that would help empower your clients—and ensure an ongoing role for you as an advisor.
