Annette Borg CRPC®

Annette Borg, CRPC® joined the firm in March of 2022.  As a welcome addition to the Portfolio Reporting and Trading Team, Annette also works with the Client Services Team as well as the Financial Planning Team, using her experience as a Registered ParaplannerSMand a Chartered Retirement Planning Counselor.

Prior to joining WMA, she worked at investment firm Mainstay Capital Management where she also obtained her certification as an Investment Associate Wealth Advisor.

Born and raised in Michigan, Annette enjoys spending time with her kids, reading, baking, and taking her dog to the park.