Ann M. Warner, Certified Financial Fiduciary®
Investment Advisor Representative
203-793-0707 phone
203-793-0705 fax
Ann@SAM-RIA.com
Ann is a dedicated and well-rounded financial advisor who combines a diverse professional background with a passion for helping others. With experience in education, counseling and creativity, Ann brings a unique perspective to her work, offering tailored financial solutions that prioritize her clients’ long-term well-being. She is passionate about helping clients navigate their financial futures with confidence and clarity. Ann takes pride in offering personalized, long-term strategies designed to meet each family’s specific needs and goals.
Ann’s career journey began in education, where she specialized in mathematics and taught at various grade levels, from middle school math to kindergarten and 4th grade. She was deeply involved in her district’s math committee, where she contributed to the rewriting of benchmarks and standardized tests, as well as the development of curriculum.
After her time in education, Ann transitioned to the jewelry industry, where she honed her creativity and craftsmanship. As a trained lapidary and metalsmith, she worked with master artists to refine her skills, eventually selling her pieces in artist co-ops, art galleries, and gift shops. Ann also thrived serving as the National Manager for an international jewelry company. In this capacity, she worked with clients from around the globe, building relationships with high-profile companies and maintaining exceptional service.
Ann joined SAM first as a client, where she experienced firsthand the firm’s commitment to personalized financial planning. Now, as a Financial Advisor, Ann is dedicated to helping others achieve their investment and retirement goals, leveraging her background in client relations, education, counseling and mathematics.
When she’s not working, Ann enjoys spending time with her family, including her daughter and their energetic black lab. Ann also enjoys auto racing and horseback riding. As the wife of the owner and founder of Sentinel Asset Management, Ann is deeply involved in the firm’s client-focused mission, helping to ensure that every client receives the highest level of care and attention.
