Anne is Vice President, Client Service at NewEdge Wealth, where she brings over 20 years of financial services experience to her role supporting high-net-worth families and institutions. Anne serves as key liaison with CPAs on tax matters and legal professionals on estate planning, strengthening client relationships and upholding the team’s high standard of family office service.
Before joining NewEdge Wealth, Anne held significant leadership roles in both corporate and accounting environments. She served as Director of Accounting & HR at Cornerstone Healthcare Solutions, where she oversaw financial reporting and human resources, and earlier worked as a Senior Accountant at McMurry & Company, gaining deep expertise in client-focused tax consultation.
Anne earned her B.S. in Communication from the University of Tennessee, a foundation that enhances her ability to engage with clients and professional partners. She also holds an active CPA license, underscoring her technical proficiency in accounting and tax matters.
A native of Knoxville, TN, Anne continues to reside in her hometown and is deeply rooted in the community. She is an active member of Fellowship Church and enjoys volunteering at her boys’ schools. Outside of her professional commitments, she is a devoted mother who enjoys cheering on her two sons at the baseball field, reading, traveling and supporting the Tennessee Volunteers.