With over 25 years of wealth management experience, Anna wears many hats. She leads the firm’s financial planning services, utilizing her knowledge and expertise to help individuals and families navigate the complexities of their financial lives. In addition, as Chief Operating Officer, Anna helps drive the business strategies and operational results of the firm.
Anna began her career with MONY Life Insurance Company in 1996. Prior to joining Harrell Investment Partners, LLC, Anna served as Branch Manager and First Vice President, Investments with Raymond James & Associates, Inc. for eight years. Anna earned a bachelor’s degree in organizational leadership from St. Edward’s University. She is passionate about serving her community through her work previously serving as advisory board member of the Boys & Girls Club of the Austin Area and Literacy First and currently serving as Board Vice President of RISE Center for Liberation in Early Childhood Education.
Anna was born and currently lives in Austin, Texas with her husband Donovon and their daughter Ava. Their daughter, Alexa, and her husband, David, also live close by. In addition to spending time with her family, Anna’s greatest loves are her husband’s cooking, watching movies, and the Dallas Cowboys.
