Hello, my name is Lea Anne!
I am passionate about helping others. It is an honor to apply my experience in the legal and financial services industry, along with my advanced education and credentials, to creatively and effectively problem-solve and foster relationships.
I offer over 30 years of combined wealth management experience—as a trust officer, attorney, and financial planner working in the areas of trust and estate administration, trust operations, business and personal banking, wealth management, and estate planning.
Located in Orlando, Florida, I am licensed to practice law in the state of Florida (admitted to the Florida Bar in 2015) and have earned the Certified Financial Planner® and Certified Trust and Financial Advisor designations.
As Chief Fiduciary Officer for a de novo bank, I set up the Trust Department—from establishing Policies & Procedures, Forms, Committee Structures, and selecting the Accounting Platform. I worked directly with the Office of the Comptroller of the Currency (OCC) to secure the Bank’s Trust Powers prior to the opening.
- I am uniquely qualified to prepare your estate plan with careful consideration to your overall goals, family dynamics, and financial aspirations.
- I have the experience and legal knowledge to serve as a Professional Fiduciary—administrating trusts and/or estates.
- I have strong analytical and communication skills combined with unique experience and training that could benefit Fiduciary Litigators in trial preparation.
On a Personal Note…
I have spent the majority of my life in Central Florida, particularly in the dynamic Dr. Phillips area. In 1973, at a very young age, our family established roots here after my father retired from an admirable 31-year military career. I grew up in Dr. Phillips and later raised my children there. Now fully grown, my eldest, Richard, resides nearby with his son, Grayson. Making me the proudest grandmother (“Mamma G”) ever. Meanwhile, my second child, Kyle (aka Chris or CK), proudly continues our family’s multi-generational military legacy and is currently serving in the Navy. As he completes his 5-year commitment, he plans to settle in San Diego with his wife, Ann. I have recently relocated to the vibrant SODO area, embracing a new chapter. In this evolving journey, I am enjoying life, being the best Mamma G I can be and parenting the world’s most indulged dog, Buddy the Boxer, and the craziest cats, Dobby the House Cat and Jack Black.
Professional & Volunteer Activities
- Orange County Bar Association, Member
- Orange County Bar Association: Estate, Guardianship, and Trust Committee, Member, Past Chair
- Florida Bar: Real Property, Probate, and Trust Law (RPPTL) Section, Member
- Florida Bar Association, Member
- Florida Bar: RPPTL Section, Estate & Trust Tax Planning Committee Member
- Florida Bar: RPPTL Section, IRA, Insurance & Employee Benefits Member
- Central Florida Estate Planning Council, Board Member
- Estate Planning Discussion Group, Member
- American Red Cross, Greater Orlando, Previous Board Member, Vice Chair
- American Red Cross, Greater Orlando, Previous Board Member, Philanthropy Committee Chair
Awards
- 2019 – Recognized by Supreme Court of Florida for exceptional pro bono service
