Anna

Anna Whittington

Client Service Associate

Anna strives for excellence in serving our clients and assisting our team on a daily basis. She takes care of the administrative needs of our team and assists clients with any questions or requests they may have in a timely and efficient manner.Anna enjoys fostering close relationships with the families and individuals we serve, and helping ensure that they receive the highest level of attention and support.

She also manages a wide range of administrative matters, from account maintenance and service requests to our client communications. Empathetic and detail-oriented, her goal is to always make working with us easy and effortless.

Before joining our team in September 2023, Anna was a banker at PNC Financial Services. She holds a bachelor’s degree in economics from Georgia Southern University.

Anna is originally from Atlanta, Georgia, and now lives in Cary. When not in the office, Anna enjoys exploring Raleigh and the surrounding cities.

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