Annette Lee

Annette Lee

Business Development Coordinator

Phone: (585) 348-9527
Fax: (585) 348-9513
E-mail:


Annette Lee helps support the continued expansion of both the individual and corporate sides of our business.  Annette has been working with individual and corporate clients in the financial and employee benefit industry for over 15 years.

Annette has an A.A.S. in marketing and management from Alfred State College, and an extensive background supporting clients’ management of their individual Life, Disability and Long Term Care insurances, as well in the design of Business Succession Plans.