Ann St. Peter
| VP, Advisor Solutions
Having worked with countless advisors throughout her career, Ann brings to LifeYield a sound understanding of the issues advisors face and deep experience providing solutions that help them differentiate their practices, grow their businesses, and better serve their clients. Prior to joining LifeYield, Ann was an internal wholesaler with Eaton Vance, a premier asset management firm. While there, Ann provided her advisor clients with various investment solutions, including separately managed accounts, mutual funds, and alternative investments, with a particular focus on innovative tax-efficient and income-generating products. Prior to Eaton Vance, Ann was with John Hancock, a subsidiary of Manulife Financial, where she specialized in educating financial advisors on tax-efficient vehicles such as variable annuities, fixed annuities, and 529 plans. Ann holds a Master of Science in Investment Management from Boston University.
LifeYield's Tax-Smart Software
Helps financial advisors simplify and maximize clients' retirement income.
What People Are Saying
"The more products, accounts and assets we manage through the LifeYield ROI™ process, the more income we can provide our clients. This is a win-win for the client and the advisor as we seek to provide more comprehensive services to the whole household."
John Rhett, Chairman, SunTrust Investment Services