About
Favorite Sports Team – Anything & Everything UVA Wahoos!
Favorite Book or Movie – The Woman They Could Not Silence by Kate Moore
Ideal Dinner Guest(s) – Harriet Tubman & My Brother Adam
Qualities I Admire in Others – Motivation, Humility, Kindness & Ingenuity
Professional
Having joined the firm in 2021, Anna brings a nurse’s heart to care for our client needs. Anna supports our clients who have investment accounts by implementing new account openings and all service needed with their accounts – from beneficiary changes to account re-registration to distribution requests to address changes and bank account changes. 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.
Personal
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