Anna Ness

Investment Advisor Assistant

Anna is an Investment Advisor Assistant for Cherry Tree Wealth Management. She has more than fifteen years of outstanding customer service and client support in banking. Anna provides excellent customer and efficient support to the team.

Outside of work, Anna enjoys volunteering at local community organizations, visiting farmers markets in summer, supporting locally owned restaurants and traveling with her two children.

Focus

  • Client service
  • Custodian compliance
  • Reporting and billing

Education

  • Paralegal Studies at MN School of Business

Prior Experience

  • Corporate Administrator
  • Leasing Assistant
  • Universal Banker
  • Senior Teller

Cherry Tree Wealth Management is an SEC registered investment advisor and fiduciary advisory firm.

DISCLOSURES