Ana joined HB Wealth in March 2022 and serves as an Advisory Associate. She supports Wealth Advisors with financial strategies. Before this role, she was a Specialist in Client Service Operations working with the Client Service teams to assist with money movement, account paperwork, and meeting preparations.
She graduated from Georgia Gwinnett College in 2016 with a bachelor’s in Political Science. Ana is a CERTIFIED FINANCIAL PLANNER® practitioner.
In her free time, she enjoys reading, spending time with family and friends, and exercising.