Timothy Annee
Senior Investment Officer @STAR Financial Bank
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WORK HISTORY
Senior Investment Officer @STAR Financial Bank
Carmel, IN, US
EDUCATION
University of Indianapolis
Bachelor of Science (BS), Secondary Education and Teaching
Roncalli High School / Catholic
GED
ABOUT TIMOTHY ANNEE
My mission is to provide my clients with effective and financially sound investment planning strategies to help both grow and protect their wealth in this increasingly complex financial environment.I am a part of a team of investment professionals providing a wide range of investment services. Helping our clients develop a customized plan to help fulfill their own needs and goals.I began my career as a Financial Representative with Basic Financial Services in 1998, and after gaining experience in the Insurance and securities industry I moved into the banking industry. I gained experience by helping numerous banking clients build and protect their net worth. For over 25 years I have helped clients build financial plans to reach their financial goals and dreams. At Star Financial Bank, I am able to assist individuals, professionals, executives, business owners, and not for profit organizations, to develop financial strategies and implement sound financial plans. I am committed to a values-based approach to serve my clients\' needs and to assist in securing their financial futures. I am a native of Indianapolis, Indiana and a graduate of The University of Indianapolis.
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