Annabel McElroy
Phone: 508-945-5050
Annabel McElroy brings more than 20 years financial industry experience to Drake, Saunders & Diwinsky, working primarily in boutique financial firms in New England. She is the point of contact for client inquiries and focuses on continually enhancing client service initiatives and business development strategies. Most recently, Annabel was vice president and branch office manager for RBC Wealth Management in Manchester, Vermont. She was responsible for trading, compliance, and branch and staff administration. Annabel also supervised financial consultants and ensured compliance with SEC, NYSE, FINRA and firm rules and regulations.
She began her career with Tucker Anthony as sales assistant in New Haven before relocating to Vermont in 1988. She worked as branch administrative manager for Dominick & Dominick and Moors & Cabot before rejoining Tucker Anthony in 1999. Annabel has earned several licenses, including Series 3, 7, 8, 15, 24. 63 and 66.
Annabel has long-time ties to Cape Cod, where she attended Nauset Middle School before graduating high school from Mount Saint Joseph Academy in West Hartford. She received her Associates of Arts Degree in 1978 from Hartford College for Women.
Annabel volunteers at the Center for Coastal Studies in Provincetown and is a member of the Community Emergency Response Team organized through the Barnstable County Sherriff’s Department.
Annabel and her husband Bill, a custom home builder, live in Wellfleet.
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104 Crowell Rd Phone: 508-945-5050 |
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