Anna Kelly

Anna began her career in private wealth management in 2011 with Merrill Lynch where she served as an Assistant Vice President before joining Rockefeller Capital Management in 2019.  She focuses on developing customized financial planning strategies for clients and analyzing investment opportunities.

Anna received the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2018 and holds the Chartered Retirement Planning Counselor℠ (CRPC®) designation. She attended Pepperdine University where she earned an MBA with a finance concentration and a bachelor’s degree in business administration.

Anna grew up in Plano and currently resides in the Lakewood area of Dallas. She volunteers with the Junior League of Dallas and most recently served on their Research and Development team.  Anna enjoys walking around White Rock Lake with her Great Dane, attending Mavericks and Cowboys games, and spending time with family.