As Client Service Associate for Financial Strategies Group, Anna oversees the team’s client engagement and communication initiatives. Anna works closely with the team on a variety of projects. In addition to preparing and documenting client details, she also develops reporting and coordinates timely delivery of the results. Her goal is to provide exceptional support and service to each of the clients and advisors.
Anna earned her Bachelor of Business from the University of Alabama. She is currently studying to become Series 7 licensed.
While spending time with her son, Jamon, and daughter, Gentry Kate, is her highest priority, Anna also enjoys going to concerts and various sporting events.