Licensed Administrative Assistant
Anna Meurer is our Licensed Administrative Assistant which includes getting paperwork ready for clients, following up on service issues, and placing trades on client accounts. Anna has obtained her Series 7 and Series 66 securities licenses. Her registrations are currently held with Securities America, Inc.
Anna is married to her husband, Spencer; they have two daughters. Outside of work Anna is creative and likes to be active. Her husband, two daughters and two dogs like to go cycling and hiking.
You can also find Anna engaged in the community through the Greater Saint Charles County Chamber of Commerce (GSTCCC).