Favorite Sports Team – Anything & Everything UVA Wahoos!
Favorite Book or Movie – Gang Leader for a Day, by Sudhir Venkatesh
Ideal Dinner Guest(s) – Harriet Tubman & My Brother Adam
Qualities I Admire in Others – Motivation, Humility, Kindness & Ingenuity
Prior to joining the firm, I served as a Mother-Baby Postpartum Nurse at Virginia Baptist Hospital and prior to that a Labor & Delivery Nurse with WakeMed Cary Hospital in Cary, NC. Anna prepares all client portfolio summaries and handles all service requests associated with any investment product – managed money accounts, variable and fixed annuities, and brokerage accounts. She is a resource for beneficiary changes, account re-registration, requests for distributions, address changes, bank account changes, and much more. Anna also processes new investment account openings. Anna also supports the insurance operations with applications, beneficiary changes, and other insurance service work.
When I’m not cheering on the ‘Hoos, I enjoy spending time with my niece and nephews, tending to my family’s annual summer garden, traveling, cooking, horseback riding, and loving my goldendoodle, named Junie Bea.
Education – A B.S.N. from Duke University School of Nursing in 2019; A B.A. in Religious Studies from University of Virginia in 2017
Professional Designations – RN, BSN, Securities Industry Essentials passed and pursuing Series 7