Meet Anna
Anna is a Wealth Advisor, Partner based in Rockwall, Texas. She joined Mercer Advisors in 2021 through the acquisition of Lake Point Advisory Group where she served as the lead wealth planner. Prior, she spent more than 10 years at TD Ameritrade in various positions. Throughout her career, Anna has led national training and development programs for advisors and managers. Anna earned a B.A. degree in political science from The University of Texas at Arlington. She is a CERTIFIED FINANCIAL PLANNER® professional and Certified Divorce Financial Analyst®.
Anna’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Anna has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Complexities of inherited wealth, from taxes to legacy
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
- For women breadwinners, financial strategies to support their families and long-term goals
Her working style
Anna’s working style blends professionalism with heart: simplifying the complex, focusing on people, and creating a financial experience where clients feel guided, supported, and seen.
Anna in real life
What keeps you busy outside of work?
I enjoy traveling with family and friends and exploring new destinations, both domestically and internationally. Experiencing different cultures and places inspires me and broadens my perspective. I also love cooking and hosting, creating meaningful moments around the table for the people I care about.
How do you give back?
Mentoring young adults is important to me. I take every chance to speak at local universities, particularly with first-generation college students, to help them understand the career options available and find their way with confidence. I also enjoy volunteering for Junior Achievement.
Any words you try to live by?
“Be yourself.” When you show up as yourself, you empower others to do the same.
Anna’s snapshots
Meet Anna’s Teammates
Aleesha Grimes
Sr. Manager, Client Service
What Anna Says
Aleesha and I have worked together for several years. She is a strategic thinker, always considering not just the present but also the future. I truly appreciate her guidance and the way she looks out for me, both as an advisor and as a leader for our team. Aleesha is an exceptional leader, and her support makes a real difference.
George Bruneau
Regional Vice President
What Anna Says
George plays a vital role in delivering an exceptional experience for our prospective clients. I’ve seen firsthand how well he matches each client’s needs with the advisor best suited to support them, creating a truly personalized and meaningful financial journey. He’s always attentive, responsive, and consistently stays on top of every detail, which makes my role and the client’s experience so much smoother.
David P. Reynolds
Managing Partner
What Anna Says
David has been instrumental in leading our Dallas Fort Worth regional office, with a strong focus on building relationships and fostering growth. I admire how he supports our team at Mercer Advisors while also staying actively involved in the community. His leadership makes a real difference both inside and outside the office.
Laura Combs
Executive Managing Partner, Head of Women and Wealth
What Anna Says
Laura is a fantastic strategic thinker and leader. Beyond her strong leadership, she is a true champion for women in financial services. Having worked in this industry since 2007, I’ve rarely seen anyone advocate so powerfully from the top, and watching her lead in this way is truly admirable.
Articles by Anna
Money Lessons We Didn’t Learn From Our Parents
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How To Build Retirement Savings Later in Life
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