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Anna joined McGillivary & Ippisch Wealth Advisors in early 2019. She returned to her roots in the financial services industry after working in the public sector as a planner and program manager.
Anna has worked in roles serving individuals and investment institutions as a sales assistant, operations professional and a registered representative. She also has experience facilitating financial planning workshops and retirement planning seminars.
In addition to her Series 7 license, Anna earned a BA from Miami University and a Masters in Public Administration.