Focus: Insurance Strategies, Investment Strategies
Lee Ann Fatalo joined New England Financial as a Financial Representative in 1999 after a successful 15 year career as a Construction Administration Manager, specializing in retail construction project financial projections and budget management for the TJX Corporation and The Panera Bread Company. "My experience in the financial industry for major organizations and building relationships was a natural fit for the financial services industry."
In 2004, she formed The Minority Business Resource Network, dedicated to developing solutions for all the financial services needs of minority and women-owned business enterprises.
Lee Ann obtained her CERTIFIED FINANCIAL PLANNER™ professional designation in 2005. Her practice provides financial planning, insurance and investment management services to professionals, business owners, retirees and non -profit organizations. In November 2010, she joined Baystate Financial, one of New England’s oldest and largest financial services firms.
Lee Ann is a licensed insurance broker in sixteen states including Massachusetts, New Hampshire, New York, Florida, Arizona, California, Pennsylvania, Georgia, Maryland, Delaware, North Carolina, Connecticut, Rhode Island, New Jersey, Texas, and the District of Columbia. Registered Representative of MMLIS, holding Series 7, 6 and 66 licenses.
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100 William St., Suite 300
Wellesley, MA 02481