Anne Gainey

Vice President Senior Trust Advisor @Northern Trust Wealth Management

Naples, FL, US

Responsible for managing complex relationships with affluent individuals and families ensuring that their wealth transfer planning objectives are achieved. Administer client fiduciary relationships verifying that estate and fiduciary standards, principles, and applicable state laws and regulations are complied with. Financial and estate planning for qualified and non-qualified assets, income tax planning and business succession planning by working with outside advisors: attorney, tax advisor, and insurance provider. Past Member of Northern Trust, NA’s Family Business Committee Reviewed underlying assets held in an estate and/or trust where Northern is in a fiduciary capacity. Assets are managed by Northern’s family business unit in Chicago: Corporations, Limited Liability Company/Partnership (LLC/LLP), Partnerships, S Corporations and Sole Proprietors. Past Member of Collier and Lee Counties Discretionary Committee Reviewed discretionary requests on behalf of Northern Trust.

Auburn University

BSBA, Economics

Cardinal Gibbons High School

Fort Lauderdale, FL

University of Alabama at Birmingham

Accounting