Lee-Ann joined Professional Planning Group in 1990. As Office Manager, Lee-Ann plays an integral role in making sure Professional Planning Group operates smoothly and efficiently. Lee-Ann is a member of the Executive and Compliance Committees.
Lee-Ann developed her career primarily in the areas of compliance management and client services. As a compliance officer with the firm, she assists senior management in implementing compliance programs for both broker/dealer regulatory compliance (FINRA) and registered investment advisor compliance (SEC). Lee-Ann serves as the technology liaison for the firm and assists with social media and marketing initiatives.
Lee-Ann graduated from the Ocean State Business Institute in 1987. She holds the Series 7 and 63 licenses.
Lee-Ann serves as Secretary on the Board of Directors of the Jonnycake Center of Westerly an organization providing social services to assist people through crisis intervention, out of dependency and towards self-sufficiency.
Lee-Ann lives in Ashaway, RI with her husband, Rob. They are parents of two grown sons and one granddaughter.
Lee-Ann enjoys painting in her spare time. An accomplished artist, her oil painting “Poppies” was judged best in show in the 2016 Raymond James Associates and Affiliate Art Show, which featured over 130 entries from Raymond James offices throughout the country. She also enjoys traveling and spending time with her family and friends.