Annie is responsible for leading the greater Bay Area team for Mercer Advisors. She started in the Financial Services industry in 1994. Prior to joining Mercer Advisors, she spent over 16 years at TIAA, initially as a financial advisor working with high-net-worth clients, then a market leader in the Washington DC market, and finally as a Managing Director leading the Wealth Management business in the Western 11 states. She spent the prior 5+ years at Charles Schwab, working primarily in their Private Client group advising clients on their portfolio strategy. Annie graduated from Colorado State University with a Bachelor of Science in Business with a concentration in Finance and Real Estate, and earned a MBA from Georgetown University. Annie lives in the East Bay with her family and enjoys reading and spending time outdoors.
San Francisco
100 Pine Street Suite 2125 San Francisco, California 94111