Anne Weichel Fuller

Ruth joined Weichel Fuller Financial in September 2022. As the Associate Wealth Management Advisor, she is responsible for financial plans, new accounts, client servicing, and investment implementation. Ruth has 12 years of financial services experience and holds her Certified Financial Planner® and Chartered Retirement Planning Counselor® designations along with her Series 7, Series 63, and Florida 2-15 (Life & Health) Licenses.

Ruth will work with you to:

• Open new accounts
• Service existing accounts
• Implement the investment plan as set forth by our advisors

Joanne started her career with Northwestern Mutual in 2006 working for two different Financial Representatives in upstate New York.  She joined Weichel Fuller Financial in 2015 when she moved to Sarasota, FL to get away from the Northeast winters.  Joanne has over 30 years of experience in customer service with a strong emphasis on customer relations, quality and satisfaction.  She holds her 2-15 (Life & Health) license as well her CLU® designation.

Joanne will work with you to:

• Provide client support
• Process insurance service requests
• Assist you through the insurance underwriting process

Sara joined the Weichel Fuller team in October 2021.  She is originally from Buffalo, NY where she earned her bachelor's in marketing from Canisius College and worked in the financial industry for 12 years. 

Sara will work with you to:

• Schedule appointments and reviews
• Direct calls and inquiries to the appropriate team member.

Kevin joined Northwestern Mutual in November 2016. Kevin reviews financial / investment plans. He recommends investment strategy for clients and assists us to ensure investment allocations are optimized. Kevin has four years of financial services experience, and first served as a registered financial representative before joining the planning department within Northwestern Mutual. He holds his Series 7, Series 63 and Florida (Life & Health) Licenses. Kevin has a bachelor’s degree in Economics from the Sorbonne University of Paris, France, and a master’s degree in Business Management from NEOMA Business School of Reims, France.

Jarrett joined Northwestern Mutual in May 2017. Jarrett reviews financial/investment plans. He recommends investment strategy for clients and assists the Private Wealth Advisors to ensure investment allocations are optimized. He holds his Series 7, Series 63 and Florida (Life & Health) Licenses. Jarrett has a bachelor’s degree in finance from the University of Florida.

Angie started her career with Northwestern Mutual in 2015. She is responsible for utilizing strategic marketing and media strategies to help us meet our growth goals. With a masters in communications from University of Illinois, she is an innovative marketing communications executive with 15+ years of experience in corporate marketing including branding, customer relations, creative team leadership, advertising and media relations. She is involved in a number of other local non-profit organization in Tampa Bay including Johns Hopkins All Children's Hospital and 1Voice Foundation. She is a graduate of Leadership Tampa Bay Class of 2018. In her spare time, Angie loves to travel, attend sporting events and spend quality time with friends and family.