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
Having joined the firm in 2021, Anna brings a nurse’s heart to care for our client needs. 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. Prior to joining the firm, Anna served families with nursing care in Centra’s mother-baby unit as a postpartum nurse.
As a former UVA cheerleader, Anna is a big UVA fan, especially in baseball, football, and basketball. She enjoys spending time with her niece and nephews, gardening, traveling, cooking, and horseback riding. Her goldendoodle, Junie Bea, is her love and companion.
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, Series 7 and Series 63 licenses