Anna offers a broad range of services available to address client needs ranging from Retirement Planning, Business Continuation Planning, Estate Planning to Asset Accumulation, Wealth Preservation, and Risk Management. Anna has extensive experience working with a diverse range of clients including corporate executives, investment bankers, owner-managers of small businesses, wealthy families, high net worth individuals and non-profit organizations.
Anna began working in the industry in 1998 after graduating summa cum laude from the Honors College of the State University of New York at Stony Brook. After working for several years with Salomon Smith Barney Anna became a registered representative of AXA Advisors, LLC in May 2003. Anna has also completed the course work for a Wharton Certificate in Retirement Planning. Anna currently holds the following professional licenses: FINRA Registered Series 7, 63, 65 and Life and Health Insurance licenses for New Jersey and New York. She is also licensed to sell securities in numerous states. Anna works closely with many CPA's and attorneys and a team of professional consultants at AXA Advisors Advanced Markets.
Outside of the daily business responsibilities, Anna mentors young professionals of the AGBU program. She also conducts ongoing seminars and lectures for individuals and groups who are interested in implementing suitable financial planning strategies.
* Funded through the use of life insurance and other financial products
Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.
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