Anna Edwards, Mba Email and Phone Number
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Anna Edwards, Mba is a Client Service Manager at First Oak Wealth Management at First Oak Wealth Management. She possess expertise in retirement planning, investments, fixed annuities, retirement, strategic financial planning and 30 more skills.
First Oak Wealth Management
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- firstoak.com
- Employees:
- 5
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First Oak Wealth ManagementRaleigh, Nc, Us
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Registered Client Service Associate, Operations Specialist – Inspired CapitalAmeriprise Financial Services, Llc Jun 2015 - Apr 2022Responsible for enabling Inspired Capital to be more dedicated to their advice, planning, and investment management. My passion is for the operations of a successful team advisory practice, and to aid in meeting preparation, account maintenance & service, advice follow up, and running their calendar.Anna's roles & responsibilities are:•New Client Intake•Account Service•Money Movement•Account Transfer/Rollovers•Scheduling•NC NotaryAnna joined Inspired Capital in June of 2015. She came to us from Wells Fargo Advisors where she spent over 15 years as both a Financial Advisor and a Registered Client Associate. Anna graduated with a Bachelor of Science in Business from The University of South Carolina, and earned a Masters of Business Administration from Webster University’s George Herbert Walker School of Business & Technology.Here’s a little about Anna: “Since 1999, Anna has helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. Anna began her career with AG Edwards in Beaufort, SC. Through the merger with Wachovia Securities, a predecessor firm of Wells Fargo Advisors, Anna continues to work closely clients and their families by helping them make sound financial decisions. Anna grew up in a military family. She attended high school in Japan, and holds a Bachelor’s degree in Business Administration from The University of South Carolina and an MBA from The George Herbert Walker School of Business and Technology from Webster University in St. Louis, Missouri. Over the years, Anna has been active in the community through The Chamber of Commerce, Leadership Beaufort Alumni Association, Junior Service League, Rotary, Moore County Leadership Institute, Moore Women, The Boys and Girls Club, The Moore Free Care Clinic, and her sorority. Her Yellow Lab “Lily” is not a pet, but a person!” -
Financial AdvisorWells Fargo Advisors, Llc Sep 1999 - May 2015Pinehurst, NcBy working with me, my clients know the answers to simple, yet very important questions, such as:*Am I saving enough? * Can I retire? If so, at what age? * Will I run out of money during retirement and have to go back to work? If my clients don't like the answers to these questions, I hold their hand and guide them as we do something about it together before they are looking retirement in the face and it's too late to do anything. If you or someone you know is in transition, or don't know the answers to these important questions, please don't hesitate to contact me. I help people live the one life they have on their own terms without taking on unnecessary risk or undue sacrifice.My biography is as follows:Since 1999, Anna has helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Anna has dedicated her career to delivering the personalized investment planning services her clients deserve.Anna began her career with AG Edwards and Sons in Beaufort, SC where she developed her fundamental investment knowledge. Through the merger with Wachovia Securities, a predecessor firm of Wells Fargo Advisors, Anna continued to offer investment advice for individuals, families, charitable organizations and businesses. Ms. Edwards specializes in individuals, businesses, and non-profits with investable assets of $250,000 to ten million.Anna grew up in a military family. She attended high school in Japan, and holds a Bachelor’s degree in Business Administration from The University of South Carolina. Over the years, Anna has been active in the community through The Chamber of Commerce, Junior Service League, Rotary, and her sorority.Away from the office, Anna spends her free time biking, beach walking, traveling to new places, and boating. -
Registered Financial AssociateA.G. Edwards & Sons Sep 1999 - Jul 2012Beaufort, Sc• Proficient in financial planning, retirement income and annuities. • Exceptional public speaking and presentation skills. Remarkable ability to leverage enthusiasm, creativity and energy to “paint the picture” for the client. • Able to build trust with humor and confidence to enhance the customer experience and maximize revenue.• Skillfully anticipate, plan, and adapt to changing business environment. Continuously analyze industry enhancements to devise effective approaches, and keep abreast of the most appropriate strategies available. • Highly skilled in creating and presenting memorable and repeatable client presentations that differentiate ideas and close business at a high success rate.
Anna Edwards, Mba Skills
Anna Edwards, Mba Education Details
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Mba--George Herbert Walker School Of Business And Technology. Webster UniversityGrad School: Business -
Master Of Art--George Herbert Walker School Of Business And Technology. Webster UniversityGrad School: Management And Leadership
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Battery Creek High SchoolHigh School/Secondary Diplomas And Certificates
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Kubasaki High School Okinawa, JapanAcademics
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Robert Smalls Jr HighJunior High
Frequently Asked Questions about Anna Edwards, Mba
What company does Anna Edwards, Mba work for?
Anna Edwards, Mba works for First Oak Wealth Management
What is Anna Edwards, Mba's role at the current company?
Anna Edwards, Mba's current role is Client Service Manager at First Oak Wealth Management.
What is Anna Edwards, Mba's email address?
Anna Edwards, Mba's email address is an****@****ors.com
What is Anna Edwards, Mba's direct phone number?
Anna Edwards, Mba's direct phone number is +184325*****
What schools did Anna Edwards, Mba attend?
Anna Edwards, Mba attended Mba--George Herbert Walker School Of Business And Technology. Webster University, Master Of Art--George Herbert Walker School Of Business And Technology. Webster University, University Of South Carolina-Columbia, Battery Creek High School, Kubasaki High School Okinawa, Japan, Robert Smalls Jr High.
What are some of Anna Edwards, Mba's interests?
Anna Edwards, Mba has interest in Networking, Boating, Children, Community Events, Supporting Local Businesses, Economic Empowerment, Education, Poverty Alleviation, Animal Welfare, Arts And Culture.
What skills is Anna Edwards, Mba known for?
Anna Edwards, Mba has skills like Retirement Planning, Investments, Fixed Annuities, Retirement, Strategic Financial Planning, Estate Planning, Iras, Small Business, Financial Goals, Financial Advisory, Finance, Series 7.
Who are Anna Edwards, Mba's colleagues?
Anna Edwards, Mba's colleagues are Ryan Thomsen, Cpwa®, Aif®, Austen Hawkey, Cpa, Cfp®, Corinne Nelson, Catherine H., Grace Kelly, Cfp®, Rma®.
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Leading Operational Excellence And Quality @ FlightsenseCoral Springs, Fl1collinsaerospace.com -
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