Wealth Management Associate
Annie Shidler enriches the client experience by building personal relationships and providing the highest level of client service to every client.
Annie joined UBS in 2015. As a Wealth Management Associate, Annie is dedicated to building relationships with clients, handling client inquiries and guiding new clients through their comprehensive onboarding process. An outgoing person, Annie is focused on helping clients reach their goals and delivering an outstanding client service experience.
Annie graduated from the University of Florida, having majored in Finance and minored in Entrepreneurship. She is FINRA Series 7 and 66 registered. She also has her Life, Health, and Variable Annuities Insurance license.
In her free time, Annie enjoys traveling, scuba diving and spending time with her family and friends.