As Portfolio Review Director at Pickler Wealth Advisors, Anne is responsible for maintaining an updated investment profile for each client.  To this end, Anne gathers data on all client assets, including those assets not directly managed by PWA.  This comprehensive portfolio analysis provides the information needed to implement the company's holistic approach to wealth management.

Prior to joining Pickler Wealth Advisors, Anne worked for a global financial services firm.  She holds Series 7 (General Securities Representative) and Series 66 (Uniform State Law/ Securities Representative and Investment Advisor) registrations through LPL Financial.

Anne acquired substantial management experience as a 12-year member of the Shelby County Board of Education.  During her tenure, she chaired both the Strategic 5-Year Plan Committee on Student Achievement and the Strategic 5-Year Plan Committee on Staff Development.

In recognition of her service, Anne received the National School Boards Association Distinguished Service Award. Additionally, she was recognized on multiple occasions as a member of the Tennessee School Board of the Year.

An Iowa native, Anne graduated from Central College in Iowa with a Bachelor of Arts in German and Political Science. She lives in Bartlett and has two children, Doug and Heather.