Portfolio Reporting Coordinator
As Portfolio Reporting Coordinator at Pickler Wealth Advisors, Anne is responsible for maintaining an updated investment profile for each client. To this end, she gathers data on all client assets, including those assets not directly managed by PWA. This comprehensive portfolio analysis provides the information needed by the advisors to implement the company's holistic approach to wealth management. Anne also helps facilitate the process for clients who need health, life and/or long term care insurance.
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 Commonwealth Financial Network.
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, she received the National School Boards Association Distinguished Service Award. Additionally, she was recognized on two occasions as a member of the Tennessee School Board of the Year.
Anne has also served for twelve years on the Tennessee Republican Party State Executive Committee, and has worked extensively on several federal, state and local campaigns.
An Iowa native, Anne graduated from Central College with a Bachelor of Arts in German and Political Science. She lived and worked in Europe for several years and enjoys keeping up her German by participating in the Memphis German Club. In her spare time, she also enjoys live theatre and music, running, and yoga. She lives in Bartlett and has two children, Doug and Heather.