Annie Groth CFBS
Annie Groth received her Certified Family Business Specialist (CFBS) designation from The American College and has over 17 years of experience working with and strategizing for family business owners. Her professional mission and passion is to help business owners understand, build and protect the value of their company while preparing and executing succession/exit plans on their terms. Annie helps owners of medium-sized companies design and implement customized solutions that encompass the family, business and ownership domains of their financial life. This specialized and strategic approach helps to address the complex and interrelated nature of business owner concerns. Her financial services practice involves advanced estate planning, business succession planning, executive compensation and benefit plan designs, and retirement planning. As a Registered Representative of MML Investors Services, LLC, she is available to assist you in your various financial needs as well as serving as lead representative on select company retirement plans.
Annie began her 17+ year career with The Guardian Life Insurance/Park Avenue Securities. After 8 years, she left to join the MassMutual Arizona to enhance her abilities and reach for individuals and family businesses.
Annie is a giver…a community leader, advocate, mentor, civil rights champion, powerful speaker and passionate about community service. Annie is deeply committed to leaving the world a better place for all.
Annie is a uniquely perceptive listener, compassionate advocate and believes the truth is gained through access to knowledge. Annie has a deep commitment to empower women by providing them the knowledge and tools needed to set challenging goals for their professional and personal growth. In 2008, Annie launched her Pearls of Wisdom quarterly event addressing real life problems facing women every day. Annie encourages women to take responsibility for their physical, emotional and spiritual needs through knowledge and education. This event has grown from a modest dozen to now over 100 women in attendance with a growing waitlist of highly esteemed keynote speakers. Women leave Pearls feeling treasured, connected and hopeful for the future.
Annie Groth is a Registered Representative of and offers securities through MML Investors Services, LLC. Member SIPC. Supervisory Office Six PPG Place, Suite 600 Pittsburgh, PA 15222 (412) 562-1600
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