Anna Green is a licensed Wealth Advisor at Water Street Financial, a locally owned and operated wealth and financial management firm that specializes comprehensive goals based financial planning for individuals and families, investment advisory to non-profits and municipalities, consulting services to retirement plan fiduciaries, and outcomes based financial wellness programs to the participants of employer retirement plans. Water Street Financial is powered by LPL Financial and Wealthcare Advisory Partners.
In her current position, Anna primarily works with clients that experience sudden wealth, typically through the loss of a loved one or divorce. She provides budgeting and household finance support to her clients taking over their household finances for the first time, as well as long-term financial planning and estate planning.
Anna started her career at a large firm and later transitioned to Water Street Financial where she could provide more personalized and expert advice. She earned her Bachelor’s Degree from James Madison University and holds the Series 66 license. Anna operates as a Fiduciary Advisor.
Outside of work Anna spends as much time as possible with her family and her two dogs. She has a great love for the outdoors and can be found camping or hiking when she isn’t inside reading a good book.