Annie Clark, CLTC®

Annie Clark, CLTC®

Vice President

My reason for this career path was quite personal: I saw that many members of my own family, as well as friends, were not getting the kind of help they needed to plan financially for the future. I was confident that with my understanding of personal finance, coupled with my training as a financial professional, I could help people better prepare for the future.

I earned the designation of CLTC - Certification in Long Term Care after an extensive course and exam. I am licensed in Florida to sell Life, Health & Annuities.

After many years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance ideas and use those concepts to pursue their financial objectives.

I live in Parrish, Florida with my spouse and Cocoa our Cocker Spaniel & Snickers our King Charles Cavalier. In our spare time, we enjoy boating, beaching and road trips to our summer cottage in Quincy, MA. We have been active members of our church serving on various Boards and feel a commitment to our community. I am  proud to be a Charter member of the Parrish Rotary Club, Better Business Council and the Manatee Chamber of Commerce. As a businesswoman I support SWAT - Successful Women Aligning Together where women empower each other to do great things professionally & personally. 

Phone (941) 238-6480
Fax (941) 238-6481