Anne-Marie User

I've supported financial advisors and clients across wealth services, financial administration, and Medicare enrollment, keeping communications, documentation, and workflows organized.

At RWM Consulting / Cetera Wealth Services, I provided executive-level support to an independent RIA, coordinating calendars, client meetings, partner engagements, travel, account opening, onboarding, and compliance tracking.

At LPL Financial, I delivered operational support to multiple financial advisors, maintained CRM and electronic records, processed annual RMDs, and prepared professional correspondence and reports.

I've also guided Medicare beneficiaries through plan selection and enrollment at United Health Care, and supported brokerage transactions, transfers, recordkeeping, and client review materials at Creating & Managing Wealth LLC.