Anna WolfordAssociate Consultant
Anna Wolford joined the Syntrinsic team in November of 2021 as an Associate Consultant. In this role, she provides operational support for our private clients by facilitating account opening and maintenance, cashiering and trade requests, along with portfolio monitoring and performance reporting. She works from her home office in Greenville, South Carolina.
Her prior experience includes extensive work with private clients on both the operational and financial planning sides of asset management. Since 2013, Anna has worked in the Registered Investment Advisor space performing a variety of duties, including helping advisors to leverage financial planning software to illustrate planning recommendations to clients; working with clients’ legal and tax advisors to develop helpful diagrams of complex estate, tax, and cashflow scenarios; and implementing and maintaining client portfolios across a variety of custodial platforms.
Anna graduated from George Mason University’s Honors College (Fairfax, Virginia) with a B.A. in Foreign Languages, concentrating in Mandarin Chinese and minoring in French. She has completed the University of Georgia’s Terry College of Business education program intended for Certified Financial Planner candidates. She currently holds the FINRA Series 65 license.
Outside of work, she enjoys volunteering within the Greenville community and is an active member of the Junior League of Greenville. She and her husband Nic spend their free time renovating their historic mid-century modern home.
“I am passionate about sharing my communicative abilities across the barriers of language, industry, and socio-economic status to make meaningful connections with others and seek better understanding and outcomes for all.”