Anny strives for excellence in serving our clients and assisting our team on a daily basis. She is fundamental to the financial planning process, handling many of the data gathering and monitoring portions. Anny takes care of the operational needs of our team, and assists clients with any questions or requests they may have in a timely and efficient manner. Anny enjoys fostering close relationships with the families and individuals we serve, and helps ensure that they receive the highest level of attention and support. Her follow-up is key to our clients and to the successful relationships we have with them.
Anny also manages a wide range of administrative matters, from account maintenance and service requests to our client communications. Empathetic and detail-oriented, her goal is to always make working with us easy and effortless.
Before joining our team in August 2019, Anny was an investment associate with The Mayer Group at SunTrust Investment Services, Inc. She holds a bachelor’s degree in communications from Florida International University. Anny currently resides in Hollywood, Florida, were she spends her free time at the beach and with her family.