Anna is an integral member of the Liberty Wealth Advisors team. She leads our Client Services group and takes pride in the strong relationships she builds with all our clients. Her valuable assistance in a myriad of tasks has made her a vital part of our team. Anna is often the Liberty Wealth Advisors first point of contact when clients call us, and she ensures our clients’ needs are met with professionalism and efficiency.
Anna is continually training and earning certifications. Over the past 10 years, she has taken a more active role in the business and is skilled in financial marketing campaigns, social media, compliance management, and website presence.
Anna has a deep level of knowledge and personal interaction with our clients. She performs the duties of setting up new client accounts, processing paperwork, cashiering and handling securities, and planning office events.
Anna graduated from Western Connecticut State University School of Business Management. In her spare time, Anna enjoys spending time with her husband and daughter.