Summary
Overview
Work History
Education
Skills
Certification
Professional Activities
Timeline
Generic

Annemarie Martin

Tampa

Summary

Financial professional with three years of industry experience and a strong foundation in wealth management, financial analysis, portfolio strategy, and client relationships. Seeking to transition into a Private Equity Associate role to leverage investment experience, analytical skills, and a client-centric perspective in evaluating opportunities and driving portfolio value.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Registered Client Service Associate

Morgan Stanley Wealth Management
Tampa
04.2025 - Current
  • Acted as the primary point of contact for clients, managing day-to-day communications, and ensuring an exceptional client experience.
  • Preparing reports, performance reviews, investment proposals, and account summaries for client meetings.
  • Identifying opportunities to deepen current relationships.
  • Coordinate with internal departments (trading, operations, compliance, estate planning, and lending).
  • Maintained up-to-date knowledge of financial products and market trends for client support.

Team Financial Advisor

Merrill Lynch
Tampa
07.2023 - 04.2025
  • Assisted in preparing financial plans, investment proposals, and portfolio reviews, contributing to client retention and business growth.
  • Proactively sourced and identified new business opportunities through networking, referrals, and targeted outreach, contributing to the expansion of the client base.
  • Named to Forbes' 'Best-In-State Wealth Management Teams' list in 2024 and 2025.
  • Educated clients on financial products and investment strategies.

Education

Bachelor of Science -

University of Alabama
Tuscaloosa, AL
05-2023

Skills

  • Microsoft Excel
  • Salesforce
  • Alternative Investments
  • Investment strategy
  • Client relationship management
  • Market research
  • Data entry
  • Performance analysis
  • Portfolio management
  • Leadership
  • Time management
  • Communication
  • Teamwork and collaboration
  • Financial consulting
  • Business research

Certification

  • Series 7- General Securities Representative Exam, FINRA
  • Series 66 - Uniform Combined State Law Exam, FINRA
  • Florida State Insurance License 2-15

Professional Activities

  • Tampa Business Club
  • Tampa Bay Chamber of Commerce
  • National Association of Women Business Owners
  • Board member of the Tampa Women’s Exchange
  • Tampa Bay Garden Club
  • The University of Alabama Alumni Group
  • Phi Mu- Alpha Zeta Alumni
  • Delta Sigma Pi- Alpha Sigma Alumni Business Fraternity

Timeline

Registered Client Service Associate

Morgan Stanley Wealth Management
04.2025 - Current

Team Financial Advisor

Merrill Lynch
07.2023 - 04.2025

Bachelor of Science -

University of Alabama

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