Marianne brings a solid background in financial services with experience in client service, banking, loans, trusts, and estates. As a Financial Advisor and dual employee with Lee Bank serving as their Trust Officer and Private Banker, she manages a myriad of details from data verification and operational processing to customer relations and trust administration. Marianne encourages clients to introduce their full financial team (attorney and CPA) to ensure accounts align with their estate plan. Since beginning her banking career with Berkshire Bank in 2000, she has earned her CERTIFIED FINANCIAL PLANNER™ designation through The American College of Financial Services and her Certified Trust and Fiduciary Advisor designation through Cannon Financial Institute. When not at work, Marianne enjoys spending time with family and friends or volunteering with local nonprofits.