Annie Healy, AAMS®

Family Partner Partner

As a Family Partner, Annie Healy is dedicated to building meaningful relationships with families and helping them feel confident, informed, and supported throughout every stage of their financial journey. Annie specializes in creating personalized financial plans and delivering thoughtful tax analysis and strategies, within the context of aligning each family’s values, goals, and long‑term vision.

She began her career in financial services in 2017 and has been passionate ever since about guiding families as they build, protect, and transition their wealth across generations. Her earlier work as a medical Speech‑Language Pathologist nurtured her ability to listen deeply, communicate clearly, and connect with people in a way that fosters trust and understanding—qualities she brings to every client relationship.

Annie holds the Accredited Asset Management Specialist (AAMS® ) designation, reflecting her commitment to comprehensive planning and to serving families with care, clarity, and compassion. Her approach blends technical expertise with a warm, service‑oriented mindset, ensuring families feel supported today and confident about their legacy for tomorrow.

 Fun Facts

Favorite nonprofit: First Coast Women’s Services and the Tim Tebow Foundation.

What is your favorite childhood memory? Baking apple pies from scratch with her grandma “Grams.”

Favorite Sports Team: Gonzaga Bulldogs - still holding out hope for that long-awaited NCAA Men’s Basketball Championship win!