Ann Marie Fraser
Previous Career: Certified Public Accountant
Ann Marie Fraser
“If you fail to plan, then you plan to fail” - Benjamin Franklin
Ann Marie is the 4th of 7 children.
Ann Marie is a native of Trinidad & Tobago and migrated to the United States when she was a teenager. She then went on to earn her Bachelors degree in Accounting, and her Masters in Taxation, from Long Island University. Ann Marie is also a NYS registered Certified Public Accountant and owns a Private Tax Practice where she prepares tax returns for many families all across NY. Ann Marie holds a Certification in Planned Giving & Trust Services through the General Conference of SDA, an International Certificate as a Chaplain and Life & Health Insurance licenses in six states. Her inspiration is her family and the people she serves. Her Husband, Leonard currently serves as the First Elder of the Stuyvesant Heights SDA Church, in Brooklyn, New York. They have two daughters; Nyala, who graduated with a degree in Accounting, from Phoenix University; And Aletea, who graduated with her degree in Sociology from Georgia State University. Ann Marie is excited and motivated in this junction of her career to be a Senior Marketing Director with World Financial Group as she utilizes this platform to expand her current business.
Why did you get started with WFG?
Ann Marie saw the WFG platform as a way to assist her current and future tax clients. Prior to being introduced to World Financial Group she would advise her clients to open accounts to prepare for their future but was unable to facilitate it for them. With the diversity of products and services offered by WFG she is now able to serve her clients fully. Ann Marie also recognized that her business as a tax professional was limited to just herself. Having experienced and overcome health challenges in the past she was looking for a platform that she could leverage a team to help expand her business. She found that at WFG she was able to help others build a business of their own while at the same time expanding her own practice and build an agency.
What do you enjoy most about being part of World Financial Group?
Ann Marie loves helping people. The WFG platform gives her the opportunity to travel around the country and meet people who need financial help. As a motivational speaker, she enjoys presenting financial and health seminars on a wide range of topics, including Business, Finance, Insurance, Estate Preservation & Retirement, Taxation and Laws of Health & Long Term Care.
What are some of your accomplishments in the business?
Ann Marie has educated many families toward better financial health. Through doing that she has been promoted to Senior Marketing Director doing this business on a part-time basis along with her tax practice. She also opened an office in Brooklyn, NY and is continuously building her agency.
What are some of the things you are looking forward to in the future?
My future financial goal is to become a multi-millionaire and help many others to do the same. As a wealthy entrepreneur and philanthropist I will help fund the Fraser Foundation and other non-profit organizations that focuses on uplifting minority communities in various cities all over the United States. I believe that health & financial education is fundamental to every community.