Anna Hart Email & Phone Number

I am honored to serve as the Vice President and Director of Client Experience at Frederica Wealth Management. With over 12 years of experience in the financial services industry, I bring a wealth of knowledge and expertise to my role. At Frederica, my primary responsibilities revolve around financial planning, assisting Buddy with the investment strategy, and developing comprehensive plans to help our clients achieve their goals. In 2019, I obtained a Certificate of Financial Planning from the esteemed Terry School of Business at the University of Georgia, solidifying my commitment to providing exceptional financial guidance.Outside of work, I reside in St. Simons Island, Georgia, with my loving husband, Henry, and our three wonderful children, Hadley, Trip, and Maggie. We are also proud pet parents to two adorable golden retrievers, Marley and Daisy. I am actively involved in my children's schools, Frederica Academy and Wesley Academy, and I am passionate about reading, exercising, and advocating for animal rescue. Supporting organizations like Golden Retriever Rescue of the Low Country and No Kill Glynn County is a cause close to my heart.Connect with me! Send me a connection request or email me at anna@fredericawealth.com912-268-22305500 Frederica Road Suite 1201St. Simons Island, GA 31522https://www.finra.org/#/https://www.sipc.org/Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Frederica Wealth Advisory is not affiliated with Kestra IS or Kestra AS. This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-5-KESTRA (844-553-7872). The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.Investor Disclosures: https://www.kestrafinancial.com/disclosures

Listed skills include Retirement Planning, Portfolio Management, Asset Managment, Investment Advisory, and 15 others.