Annie Olaverri
About Annie:
Annie brings over 18 years of extensive experience in the financial sector, having begun her career with Chase Manhattan Bank, N.A. in 1998 while pursuing her undergraduate degree at Hunter College. Her primary passion in banking has always been to provide clients with financial education. With a remarkable ability to connect with individuals from diverse backgrounds, Annie excels at understanding their unique stories and building enduring relationships. This skill has enabled her to serve as a trusted professional, guiding clients toward financial freedom and wealth accumulation.
After a decade of dedicated client service, Annie transitioned into management with JPMorgan Private Bank, where she successfully led teams of 20 to 45 bankers. Throughout this time, she remained committed to her mission of education, coaching her teams with a philosophy centered on earning client trust and fostering lasting relationships. Her visionary leadership garnered recognition in various Profit & Loss awards from 2012 to 2015, culminating in her receipt of the National Branch Achiever Award in 2015, an honor bestowed upon the top 10% of her peers nationwide.
In June 2016, Annie joined Strategies for Wealth, where she continues her commitment to educating clients and promoting the firm’s protection-first philosophy. She is dedicated to helping clients grow their wealth while ensuring they understand how to safeguard their assets. Annie believes it is her responsibility to empower clients with knowledge about controllable factors, enabling them to make informed financial decisions.