Anna Bodine, Cfp® Email and Phone Number
Anna Bodine, Cfp® work email
- Valid
Anna Bodine, Cfp® personal email
- Valid
With over 25 years of financial services experience, Anna utilizes her skills and expertise to help individuals and families navigate the complexities of their financial lives.Anna began her career with MONY Life Insurance Company in 1996. Prior to joining Harrell Investment Partners, LLC, Anna served as Branch Manager and First Vice President, Investments with Raymond James & Associates, Inc. for eight years. Anna is passionate about serving her community through the Leaders for Literacy committee of Literacy First.Anna was born, raised, and currently lives in Austin, Texas with her husband Donovon. They have two daughters, Alexa and Ava. In addition to spending time with her family, Anna loves watching movies and watching golf and NFL football.Harrell Investment Partners, LLC (“HIP”) is a Registered Investment Advisor (“RIA”), located in the State of Texas. HIP provides investment advisory and related services for clients nationally. HIP will maintain all applicable registration and licenses as required by the various states in which HIP conducts business, as applicable. HIP renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. For additional information, please visit our website at: https://harrellpartners.com/
Harrell Investment Partners
View- Website:
- harrellpartners.com
- Employees:
- 6
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Partner / Chief Operating OfficerHarrell Investment Partners Jan 2019 - PresentAustin, Texas Area -
Branch Manager / First Vice President, InvestmentsRaymond James Apr 2015 - Dec 20186034 W Courtyard #305, Austin, Tx 78730 -
Complex Administrative ManagerRaymond James Oct 2010 - Apr 2015221 W 6Th Street #1310, Austin, Tx 78701 -- 512-477-3110 -
Branch Transition Specialist, Financial ConsultantAxa Advisors Apr 2008 - Sep 2010 -
Director Of Recruiting, Transition ManagerAxa Equitable Oct 2004 - Feb 2008 -
Business ManagerThe Mony Group 1999 - 2004
Anna Bodine, Cfp® Skills
Anna Bodine, Cfp® Education Details
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Organizational Leadership
Frequently Asked Questions about Anna Bodine, Cfp®
What company does Anna Bodine, Cfp® work for?
Anna Bodine, Cfp® works for Harrell Investment Partners
What is Anna Bodine, Cfp®'s role at the current company?
Anna Bodine, Cfp®'s current role is Partner / Chief Operating Officer at Harrell Investment Partners, LL.
What is Anna Bodine, Cfp®'s email address?
Anna Bodine, Cfp®'s email address is an****@****ail.com
What schools did Anna Bodine, Cfp® attend?
Anna Bodine, Cfp® attended St. Edward's University, The University Of Texas At Austin.
What are some of Anna Bodine, Cfp®'s interests?
Anna Bodine, Cfp® has interest in Children.
What skills is Anna Bodine, Cfp® known for?
Anna Bodine, Cfp® has skills like Recruiting, Practice Management, Business Integration, Investments, Wealth Management, Financial Planning, Retirement Planning, Asset Management, Operations Management, Life Insurance.
Who are Anna Bodine, Cfp®'s colleagues?
Anna Bodine, Cfp®'s colleagues are Natalie Sanchez, Jane Parks, Bob Harrell.
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