Anna Meurer is another Financial Advisor in our office. This role encompasses preparation of client paperwork, follow up and resolution of service issues, and placing trades on client accounts. Anna earned her Series 7 and Series 66 securities licenses in 2011. Her registrations are currently held with Securities America, Inc. She is a CERTIFIED FINANCIAL PLANNER® professional and Behavioral Financial Advisor™ .
Anna has been happily married to Spencer since 2014; they have two daughters (born 2015 & 2017). Anna loves exploring her creativity in her free time. She and her family (including her beloved pups) love to be active and enjoy outdoor activities like cycling and hiking.
When she’s not working or spending time with her family, you can find Anna engaged in the community through the Regional Saint Charles County Chamber of Commerce. She always makes time to provide a listening ear to friends and strangers alike!