Anna graduated in 2017 from Arizona State University with a degree in Psychology. During her senior year she worked at a local elementary school, aiding children with emotional and psychological challenges. Working with a team of psychologists, and behavioral cognitive specialists, Anna assisted in preparing and presenting individualized education plans, while creating tailored lessons for students with emotional and cognitive disabilities.
In 2018, Anna joined Raymond James and Associates as a Traveling Transitions Consultant where she traveled 48 weeks a year throughout the United States. During this time, she oversaw onboarding individual advisors to Raymond James, as well as the acquisitions of teams and independent Registered Investment Advisors. The demanding role required not only extensive travel, but managing high pressure, fast paced environments, requiring multitasking and problem solving in short time constraints. She worked with various departments taking on administrative and operational roles. Anna has both the Series 7 and Series 66 licenses.
Originally from Lafayette CA, Anna graduated from Acalanes High School. Ready for a more permanent role, Anna made the decision to move back to the bay area and now enjoys living in Walnut Creek. Her Passions include crafting, cooking, baking and hiking with her dog. Anna happily joined Laurus Financial group dependent on a co-hire, Covelli. Covelli is a 5-year-old Pomeranian with no previous experience, operating as Head of “Barketing”. His passions include, walks, alerting his parents of delivery personnel, and chicken.