Anna’s role involves processing, servicing, and some management activities. Anna started as an intern in the summer of 2022 and joined the team full-time in January 2023. She is passionate about finance and cannot wait to meet and connect with all the Raleigh Wealth Families. Anna currently holds her Life and Accident/Health insurance licenses and has passed her Series 65 securities exam.
Anna received her Bachelor of Science degree in Business Administration with a concentration in Finance in December 2022 from North Carolina State University.
In her free time, Anna enjoys spending time with her sisters and friends, attending NC State sports events, cooking, attending concerts, and watching movies.