Anna Barnes, Cfp®, Cdfa®

Anna Barnes, Cfp®, Cdfa® Email and Phone Number

Wealth Management | Financial Planning @ FAS Wealth Partners
Anna Barnes, Cfp®, Cdfa®'s Location
Leawood, Kansas, United States, United States
Anna Barnes, Cfp®, Cdfa®'s Contact Details

Anna Barnes, Cfp®, Cdfa® work email

Anna Barnes, Cfp®, Cdfa® personal email

n/a
About Anna Barnes, Cfp®, Cdfa®

About FAS Wealth Partners:The root of the word adviser means to see. At FAS Wealth Partners, we look beyond the numbers to see the full picture, the whole person, and the primary purpose of your money. We specialize in financial planning and tailored investment solutions within a personalized, concierge experience: our experienced advisors and CERTIFIED FINANCIAL PLANNERS™ (CFP®) offer guidance for your investment portfolio and your unique estate, tax, and family needs. For more than 40 years, we’ve partnered with high-net-worth individuals and families across the U.S.—providing independent and trustworthy recommendations aligned with our clients’ personal and financial life goals. Learn more at FASWealthPartners.com.

Anna Barnes, Cfp®, Cdfa®'s Current Company Details
FAS Wealth Partners

Fas Wealth Partners

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Wealth Management | Financial Planning
Anna Barnes, Cfp®, Cdfa® Work Experience Details
  • Fas Wealth Partners
    Adviser, Wealth And Investment Manager
    Fas Wealth Partners Oct 2019 - Present
    Leawood, Kansas
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  • Ivy Investments
    Head Of National Accounts
    Ivy Investments Jun 2015 - Feb 2019
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  • Ivy Investments
    Vp, Channel Head, National Accounts
    Ivy Investments Dec 2010 - Jun 2015
  • Ivy Investments
    Rvp, National Accounts
    Ivy Investments Sep 2008 - Dec 2010
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  • Ivy Investments
    Account Manager, National Accounts
    Ivy Investments Dec 2006 - Sep 2008
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  • Ivy Investments
    Internal Wholesaler
    Ivy Investments Apr 2005 - Dec 2006
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  • Waddell & Reed
    Fund Accountant
    Waddell & Reed Oct 2003 - Apr 2005
    View

Anna Barnes, Cfp®, Cdfa® Skills

Team Building Business Development Mutual Funds Series 24 Series 7 Separately Managed Accounts Key Accounts Relationship Management Financial Services Asset Management Wealth Management Investments Leadership Strategic Partnerships Strategy Key Account Relationships Presentations Sma Etp Contract Negotiation National Accounts Budgeting Strategy Execution

Anna Barnes, Cfp®, Cdfa® Education Details

Frequently Asked Questions about Anna Barnes, Cfp®, Cdfa®

What company does Anna Barnes, Cfp®, Cdfa® work for?

Anna Barnes, Cfp®, Cdfa® works for Fas Wealth Partners

What is Anna Barnes, Cfp®, Cdfa®'s role at the current company?

Anna Barnes, Cfp®, Cdfa®'s current role is Wealth Management | Financial Planning.

What is Anna Barnes, Cfp®, Cdfa®'s email address?

Anna Barnes, Cfp®, Cdfa®'s email address is ag****@****nds.com

What schools did Anna Barnes, Cfp®, Cdfa® attend?

Anna Barnes, Cfp®, Cdfa® attended Rockhurst University, The University Of Kansas.

What skills is Anna Barnes, Cfp®, Cdfa® known for?

Anna Barnes, Cfp®, Cdfa® has skills like Team Building, Business Development, Mutual Funds, Series 24, Series 7, Separately Managed Accounts, Key Accounts, Relationship Management, Financial Services, Asset Management, Wealth Management, Investments.

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