Ann Marie Ocone joined New England Capital Financial Advisors, LLC in 2006, where she is currently responsible for meeting with clients of the firm and advising clients on financial planning. She also supports the firm’s client service efforts.
After graduating from Saint Joseph College with a B.A. in Psychology, Ann pursued further education by receiving the following designations and licenses:
Received her CERTIFIED FINANCIAL PLANNER TM certification in 2016.
Investment Advisor Representative of New England Capital Financial Advisors, LLC a Registered Investment Advisor company (registered with the SEC)
Over the years, Ann has become inspired and motivated by the opportunity to meet and form meaningful relationships with the clients who contact her. The ability to watch their wealth and well-being grow is a hugely gratifying process, and Ann is grateful for the opportunity to continue as her career moves forward.
As someone who values her community, Ann spends some of her free time serving on the James H. Napier Foundation board of directors. When she is not working with the organization, you might find Ann playing softball, running, traveling, and spending time with her husband, Gary Maratea, and their dog Ginger.