A Team You Can Trust

Meet Our Team

AnnaMarie S. Boccuzzi
Vice President, Estate and Trust Officer

AnnaMarie S. Boccuzzi

“Every person, every family you’re helping has a unique set of circumstances, and it’s our job to find out how to add value,” says AnnaMarie. “It’s about listening well and putting their needs ahead of anything else.”

aboccuzzi@firstcountybank.com
(203) 462-4483

As an Estate and Trust Officer, AnnaMarie is responsible for delivering estate planning, and trust and estate administration to First County Advisors’ clients. With broad experience, she judiciously manages revocable and irrevocable trusts, rollover IRAs and investment management accounts for individuals and families.

CHARACTER

“Do what’s right for the customer and the rest will follow,” AnnaMarie asserts. “It surprises me when I hear that simple courtesy is considered unique. I don’t think what I do is special—I think it’s just good client service— but people see that I’m deeply involved, responsive and sincere.”

“AnnaMarie’s greatest attribute is her character,” says one grateful client. “She is an individual of the highest integrity, who treats clients with the utmost respect and attention,” says another. “She was very aware of my personal needs and helped me achieve them. The service was not a ‘one-size-fits-all’ experience, but very individualized.”

DEDICATION

Dedication, discretion and sensitivity are fundamental to AnnaMarie’s approach. Whether collaborating with new or long-time clients, she invests the time to consider all factors when developing the right structure to meet current and long-term family, business and philanthropic objectives, and to minimize tax consequences.

AnnaMarie is at home with First County Bank’s values and team culture. “I feel lucky to work at the kind of place that advocates focusing on the real needs of individuals and families,” she says. She is also a committed team player in the community, volunteering to help the Friends of Ferguson Library (Stamford) as a member of the advisory board, and actively supports her children’s volunteer work with Kids Helping Kids.

Since earning an undergraduate degree in Finance from the University of Connecticut, AnnaMarie has furthered her education at the New England School of Banking Trust Program at Williams College and the National Graduate Trust School at Northwestern University. She lives in Stamford with her husband and two children.

NOT FDIC-INSURED. May lose value. No bank guarantee.

Investments in stocks, bonds, mutual funds or other marketable securities are not a deposit or other obligation and are not guaranteed by First County Advisors, the Wealth Management Division of First County Bank; are not insured by the Federal Deposit Insurance Corporation (FDIC) or any other federal government agency; and are subject to investment risks, including possible loss of the principal invested. This is not an offer or recommendation of particular investment products or services nor is it intended to provide specific financial, legal or tax advice. When First County Bank is acting solely as a custodian of assets, First County Advisors does not provide investment advice, research, or recommendations, or solicit transactions in connection with accommodation trades.

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