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Anne Marie Trate

Anne Marie Trate

Registered Representative

Caring, Kind and Experienced, Ann has dedicated her life to helping families in the Lehigh Valley accomplish their financial goals. She began her career in a bank trust department where she earned valuable experience. Fifteen years later she joined her father’s insurance practice and after working with him for ten years she became a self-employed financial advisor. Ann currently holds various licenses including a Series 6, Series 7, Series 63 & Series 65. Ann and her husband Bob raised two children and are enjoying spending time with their grandchildren. The Trate’s reside in Fogelsville, Pennsylvania.