Our Qualifications

 

Memberships and Associations:

Financial Planning Association, Member

MetLife Advisory Council, Past Member

MMCA, Past Board of Directors

Million Dollar Round Table, Member

 

 

 

Qualifications:

Lee Ann is a licensed insurance agent in Massachusetts and is a licensed non-resident agent in Arizona, California, District of Columbia, Florida, Georgia, Maine, Maryland, North Carolina, New Hampshire, New Jersey, New York, Pennsylvania,and South Carolina. She is also a Financial Planner, holding Series 6, 66 and 7 licenses and has obtained the CERTIFIED FINANCIAL PLANNERTM certification. 

CA Insurance Lic. 0D85554

 

 

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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