RaeAnn is a vice president and portfolio manager in Abbot Downing’s Palm Beach office. She is responsible for providing clients with strategic long-term investment guidance through a disciplined, comprehensive, and objective planning process. RaeAnn was previously a senior investment analyst in our Palm Beach office.
Prior to Abbot Downing, RaeAnn was an analyst with Wells Fargo Family Wealth. She joined Wells Fargo in 2011 from Lydian Bank & Trust in Miami where she served as an investment analyst. In that capacity, she was responsible for creating customized investment solutions and managing portfolios for high net worth clients.
RaeAnn graduated cum laude with a bachelor of science degree from Vanderbilt University. She later earned a master of business administration degree from the University of Miami with concentrations in finance and marketing.
RaeAnn holds the designation of Chartered Financial Analyst (CFA) and is a member of the CFA Institute and the CFA Society of South Florida.