Anna joined FAS in 2019 as an Investment Adviser Representative. She is involved in client relations with a focus on investment analysis, financial planning, marketing, and new business development.
Prior to joining FAS, Anna spent more than 16 years with IVY Investments, where she served in executive leadership roles and worked alongside some of the nation’s largest wealth management firms. Her experience spans client relationship management, strategic planning, and business development within the financial services industry.
∗ Denotes Shareholder of FAS Wealth Partners, Inc.