Anne Spaulding, CFP®

Serving East Harwich, Harwich Port and Nantucket

In April 2009 Anne joined Cape Cod Five’s Trust and Asset Management team as a Wealth Management Officer. She is a Certified Financial Planner and is responsible for coordinating and implementing investment and financial plans for individuals and charitable organizations.

Anne’s professional background includes sixteen years in a similar capacity for one of this area’s largest wealth management offices. Additionally, early in her career she spent nineteen years with Cape Cod Five in a variety of senior management positions. Her banking education includes a two-year program with the National School of Finance and Management at Fairfield University and the Executive Development Program of the National School of Finance and Management.

Anne has a B.A. in economics from Wellesley College where she serves as the Chief of Planned Giving Volunteers. She has also served on the boards of many community organizations including Cape Cod Healthcare, the Cape Cod Foundation and the Rehabilitation Hospital of the Cape and Islands. She currently is a Trustee of the Joshua Nickerson Society and a Corporator of the Heritage Museums & Gardens.

Anne has lived on Cape Cod all of her adult life and resides with her husband in Orleans.

 

• NOT A DEPOSIT • NOT FDIC-INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY GO DOWN IN VALUE •

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