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Patricia Ouellette

Advisor at State Farm Investment Management Corp.

Credentials

ChFC®, Series 63

Firm

State Farm Investment Management Corp.

Location

Flushing, MI 48433

Work history

State Farm Investment Management Corp

2020 - Present (6 years)

State Farm VP Management Corp.

2019 - Present (7 years)

Patricia Ouellette Insurance Agency

2019 - Present (7 years)

State Farm Investment Management Corp.

2018 - 2019 (1 year)

State Farm VP Management Corp.

2015 - 2019 (4 years)

State Farm Insurance

2015 - 2019 (4 years)

Eric G

Series 63, Series 66

Flushing, MI

Edward Jones

Charitable giving & philanthropy Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner

Kent K

ChFC®, Series 63, Series 66

Clio, MI

Edward Jones

Retirement income strategy General retirement planning Charitable giving & philanthropy Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k)

Austin W

Series 66

New Lothrop, MI

Edward Jones

Jay H

Series 63, Series 66

Grand Blanc, MI

Edward Jones

Kimberly S

Series 66

Flushing, MI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner

Anna C

Series 63, Series 66

Grand Blanc, MI

Merrill

Anna Christensen is a Senior Financial Advisor with Merrill Lynch Wealth Management, joining the firm in 2020. She has been part of the Storozhenko Group since January 2021. Anna has nine years of experience in the financial services industry, including seven years at JPMorgan Chase, where she served high net worth families. She holds Series 7 and Series 66 FINRA registrations and is a Personal Investment Advisor (PIA). Anna specializes in liquidity management, managing new wealth, personal retirement planning, sports and entertainment, and retirement income. Her role involves performance analysis of various asset classes and providing client education across multiple generations. She focuses on creating customized wealth management strategies tailored to clients' priorities, risk tolerance, time horizons, liquidity needs, and goals. She earned a High School Diploma from Millington High School and an Associate's Degree from Mott Community College. Outside of her professional responsibilities, Anna volunteers at the Food Bank of Eastern Michigan and enjoys gardening, reading, running, traveling, and spending time with her family.

Wealth management Retirement income strategy Income planning Professional Athlete

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