Anne-Marie Laboe is a talented advisor, leader, and visionary in the financial services industry. Her career has led her on a unique path, joining Bernard R. Wolfe & Associates in 2015 as the founder's hand-selected successor to preserve the identity and legacy of the firm. In 2021, Anne-Marie made the decision to partner with the legacy Curo Private Wealth team, recognizing the value this opportunity presented in the form of additional expertise, knowledge, and capabilities.
Anne-Marie brings an unmatched level of determination to her client relationships, finding solutions to solve complex financial challenges. She consistently goes beyond the call of duty for her clients, exploring and presenting new opportunities to maximize the potential of their wealth. While her leadership role involves overseeing the administrative and strategic operations of the Rockville location, her favorite part of her job is spending time with clients, answering questions and providing education and resources on financial health.
Prior to joining BRW in 2015, Anne-Marie spent 21 years as an Investment Management Consultant (IMC) covering Maryland, Virginia, and DC. In this role she worked with advisors and their clients regarding specific investments, portfolio construction, and the assessment of risk. It was during this time she earned her Certified Investment Management Analyst (CIMA®) designation.
Anne-Marie attended Saint Mary's College of Notre Dame and graduated with a BBA with a concentration in finance and marketing and a minor in mathematics.
Family plays a big role in Anne-Marie's life. She is the fifth of nine children, growing up as part of what she describes as a "large, loud, supportive family" in Michigan. She enjoys spending time with her two adult children and is passionate about living a healthy, fit lifestyle.