Ann Case, a life-long resident of Missouri, entered the financial services industry in 1981. Fiercely independent, she founded her own firm, focusing on personalized customer service.
Ann works with clients from all walks of life, helping them to improve their lives and follow their dreams. Her message is a simple, but valuable one: with time and disciplined investment, people can realize financial independence.
Wall Street firms, banks, and trust companies experience frequent personnel and strategy changes. If you invest with such firms, or seek their advice, you can find yourself explaining your financial history over and over again - to advisors who don’t know you and may not be around next year.
Ann, by contrast, has been in business for more than two decades. She has seen her clients and their portfolios through six bear markets (and all the bull markets in between). She will be there for you, providing unbiased advice, through the good times and the bad.
Ann Case is a Certified Financial Planner™ Practitioner and holds securities registrations 7, 63, and 24 through LPL Financial, as well as a Missouri and Kansas Life and Health Insurance License and a Missouri Real Estate License. Additionally, she is a Registered Principal with LPL Financial.
Ann serves on the Excelsior Springs Hospital Board of Directors, was past President of the Lawson Rotary Club, is a Paul Harris Fellow, was past Vice-President of the Excelsior Springs Optimist Club, and works as Co-Art Chairperson with the Downtown Excelsior Partnership.
Ann received her Associate of Arts degree in 1977 from York College, York, NE, her Bachelor of Arts in Political Science from the University of Missouri-Kansas City (1979), and her MBA from Rockhurst College, Kansas City, MO in 1989. In 1987 she received her Certified Financial Planner(CFP®) certification and in 2002, her Accredited Asset Management Specialist(AAMS) certification.
Wealth Talk Saturday Mornings 8am on 100.1 FM KKWK and featured
on Internet Radio.
