Meet Anna
Anna is a Sr. Financial Planner based in Dallas, Texas. She joined Mercer Advisors in 2026 after serving as Analyst at Tolleson Wealth Management. She earned a B.A. degree in Spanish and business from Wofford College and is a CERTIFIED FINANCIAL PLANNER® professional. Anna enjoys connecting with clients, planning for what lies ahead, and helping them navigate important decisions.
Her working style
Anna is known for a professional style centered on people. Her approach is rooted in reliable communication, realistic optimism, and care for the people she collaborates with. She enjoys tackling challenges with curiosity, keeping a sense of humor when things get complex, and helping ensure others feel supported throughout the process.
Anna in real life
What keeps you busy outside of work?
I enjoy distance running, usually weaving together Dallas’ unique neighborhoods. When I need to slow down, I paint.
How do you give back?
I was a Spanish major in college and have always been captivated by communication and connection. I am a volunteer teacher, teaching English to Spanish-speakers in the DFW area through an ESL program.
What makes you tick?
I grew up in a large family with parents and siblings that had a wide range of interests. We all have unique, unexpected gifts, and I love seeing others pursue their interests and talents.
Anna’s snapshots
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