Anneke H. Niemira
Director
Senior Wealth Planner

 

Tel: 240.497.5013

 

As a Senior Wealth Planner, Anneke delivers both the financial and estate planning services of the firm. She works directly with clients to understand their goals, review existing plans, and to discuss estate planning options and strategies. In addition, she assists clients with setting strategic paths to achieve their near- and longer-term objectives.

Prior to joining Chevy Chase Trust, Anneke was a Senior Wealth Strategist with Hawthorn, PNC Family Wealth, for several years, where she served as the strategic planning expert for ultra-high net worth relationships, covering estate, philanthropic, and financial planning matters. Before her role at Hawthorn, she was a Senior Vice President, Senior Trust Officer for U.S. Trust, Bank of America for nearly a decade.

Anneke received her undergraduate degree from Bryn Mawr College, her Juris Doctor from Seton Hall University School of Law, and her Masters of Law (LLM) in Taxation from Georgetown University Law Center. She is a member of the Maryland Bar, as well as a Certified Exit Planning Advisor (CEPA). Anneke has also been a member of the Washington D.C. Estate Planning Council for almost a decade and is co-Chair of the Membership Committee.

 

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