Anelia takes pride in providing a high level of client care that is both professional and personal. Whatever our clients’ service needs might be, she is dedicated to handling them efficiently and accurately. Our clients know they can rely on her and that she is always here to help.
Anelia loves what she does and really enjoys talking with and truly knowing our clients. “My relationship with clients goes beyond their financial portfolios,” Anelia says. “I get to know them on a personal level and we share stories about life, children, pets and upcoming travels.”
Anelia leverages her industry experience, depth of knowledge and attention to detail to resolve even the most complex issues. She holds Series 7, 63 and 65 securities licenses and is also insurance licensed.
On any given day, you may find Anelia providing clients with account and portfolio-related details, assisting with portfolio trading and reallocation, and executing operational activities such as cash flow management, account transfers and estate settlements.
Anelia earned a B.S. in business administration from Southern Oregon University. After college, she began her career as a financial advisor at Morgan Stanley before taking time off to start her family. She returned to the financial services industry in 2005, working at Raymond James before joining D.A. Davidson in 2012. Anelia rejoined Raymond James in May 2022, this time with our team.
Anelia was born in Bulgaria and moved to Southern Oregon in 1999. She and her family moved to Portland in 2015 and have enjoyed living here ever since. She is married to Ned and has a daughter, Monica.
Outside of work, Anelia enjoys spending time with her family and living a healthy lifestyle. She and her family like to travel and experience different cultures around the world.