Anne brings over 25 years of experience from a national financial firm with expertise in project management, brand strategy and client engagement to Align Wealth Advisors.
As the Client Experience Director, Anne puts those years of experience working on national profile projects to work directly with clients. Anne delivers Align’s strategic vision, values and mission to ensure they reach each client.
When did you decide you wanted to be a part of Align Wealth Advisors?
In 2019, I walked into the corner coffee shop to meet a good friend for a morning chat, a hot cup of joe and a scone ‒ three of my favorite things. My friend casually mentioned a mutual acquaintance, Kimberly, who was starting her own financial advisory office. When he said that she wanted someone dynamic, forward-thinking, professional and like-minded to go on this journey with her, I literally raised my hand. It was exactly what I was looking for!
What excites you about this practice?
I am exhilarated to be a part of a team helping to build the practice from the ground up. I am a people person and am most excited to build relationships with our clients and partners. I cannot wait to get to work with them on a personal level and share their excitement as their goals are realized.
Who are your most influential teachers?
Throughout my life I have been lucky enough to be surrounded by many different people who inspire me. Growing up, my parents taught me it is more important to be kind than right, to find the good in everyone and to always do my best. As a mother, my son Domenic amazes me with his inquisitive mind, his passion for music and art, and his beautiful and kind heart. My dear friends remind me that I am loved unconditionally while inspiring me to be my best.
What’s your happy place?
I have a few … I feel strong and grateful whenever I step foot on the tennis court, my tennis partner and I collaborating and strategizing to win each point. Attending a concert or festival in the front row together with my son and tribe dancing and singing is exhilarating. Visiting the Atlanta Botanical Gardens, I am at peace surrounded by nature and the beauty of the gardens.
What does alignment mean to you?
At the very highest level, being in alignment to me means I am balanced. That I am living my purpose, that I am accomplishing the things that matter most to me, that I am surrounded by the people I love most, that I am happy and able to give my best self to everyone and every situation I encounter.
- Columbus State University, Columbus, GA – Masters of Business Administration
- Florida Atlantic University, Boca Raton, Florida – BS in Business Administration/Marketing
- Florida State University, London, England – British Culture/Theatre
Bank of America Merrill Lynch
- Senior Vice President, Executive Marketing Manager, Global Commercial Banking
- Vice President, Marketing/Corporate Events Manager, across Bank of America Franchise
- Habitat for Humanity
- Global Soap Project
- North Fulton Community Charities
- Foster Care of North Fulton
- March of Dimes, Committee Member
- United Way, Committee Member
- Association for Corporate Growth, Atlanta Chapter
- Columbus State University, New Student Mentor