Annie Foca


Auburn Hills, 48326
About Me
I’m Annie! I lead a dedicated team of financial specialists who work hard to understand each client’s unique business needs. Our goal is to provide proactive, strategic advice and integrated financial solutions that help our clients not only grow but also manage their businesses more efficiently. While my team primarily focuses on companies based in Metro Detroit, we’re passionate about making a positive impact wherever we can. In addition to my role, I also collaborate closely with Merrill Lynch Financial Advisors. Together, we strive to bring the full capabilities of the bank to our clients, ensuring they receive comprehensive support that strengthens their overall relationship with us. With a background in accounting and over nine years of experience, I bring a wealth of knowledge to each client relationship. I’m skilled in managing portfolios, analyzing financial needs, and developing strategies that align with both short-term objectives and long-term aspirations. My collaborative work with internal teams and external partners ensures clients benefit from a holistic approach to their financial needs.
Industry Experience
- Accounting and Law Firms
- Emerging Growth Companies
- Engineering Firms
- General industries
- Government Contractors
- Healthcare & Physician Practices
- Manufacturing
- Professional Services
- Technology Services
- Transportation
- Waste Management
- Wholesale Trade
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