Anna’s background and experience is in helping her clients implement and monitor suitable financial planning strategies for the accumulation, preservation and perpetuation of wealth. 

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.

As part of her services as a registered representative of AXA Advisors, Anna aides in the recommendation and implementation of retirement planning, education planning, estate planning*, insurance needs and many other financial products wherever appropriate.

In addition to all of the aforementioned products and services Anna is especially adept in personal tax planning and tax minimization strategies.

Anna has extensive experience working with a diverse range of clients including corporate executives, investment bankers, owner-managers of small businesses, wealthy families and non-profit organizations.

Although Anna works primarily with high net worth individuals, she is willing to help anyone with a desire to improve their current and future financial situations.

Through her experience Anna has come to firmly believe in the credo, “you can always do better”, and that is how she approaches her clients’ financial situations.

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.

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 recently completed the course work for a Wharton Certificate in Retirement Planning.

* 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.

AXA Advisors and its representatives do not offer tax and/or legal services.  Please consult with your tax and/or legal advisor for your particular circumstance.