As Client Services Manager at Capital Wealth Advisors in our Charlotte, NC office, Anna plays a key role in supporting client relationships by streamlining service processes and helping ensure each client receives attentive, personalized support.
Prior to joining Capital Wealth Advisors in 2026, Anna built a diverse professional background across healthcare, consulting, and retail. Her experience includes client-facing, analytical, and process-focused roles, where she supported cross-functional teams, improved workflows, and contributed to operational efficiency.
Anna resides in Charlotte, NC, with her husband and their two dogs, and enjoys photography, gardening, and hiking.
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