Anna Shea bio image
Anna Shea Associate Financial Planner

Magnolia Location

How do you play the role of a mainspring in our clients’ lives?

I enjoy being the first point of contact in our Magnolia office. This allows me to assist in bringing the best service to our clients. Having the ability to help with a client’s needs and providing them with suitable and timely resources is my daily goal.

What drives you?

The relationships we build with our clients. Getting to know someone’s goals and desires for life, and being a part of their financial decisions, is a great honor. I find much enjoyment in learning about the ever-changing landscape of the investment world, and finding ways it all fits into, and helps enhance, our clients’ lives.

How do you spend time outside of work?

You will find me outdoors! I am an avid hiker, and love to stay active. I enjoy attending local community events, trying out new restaurants and traveling to warmer weather locales.