Anna Edwards, Mba Email & Phone Number

Raleigh, NC, US

• Responsible 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.
• New Client Intake
• Account Service
• Money Movement
• Account Transfer/Rollovers
• Scheduling

Pinehurst, NC

By 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.

Beaufort, 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.

Master Of Business Administration (Mba), Grad School: Business

Master Of Arts (M.A.), Grad School: Management And Leadership

pursued double masters while employed full time

Bachelor'S Degree, Business

Diploma, High School/Secondary Diplomas And Certificates

Diploma, Academics

Junior High