Broker Check
Anne Simpson, CFP®, AAMS®

Anne Simpson, CFP®, AAMS®

Financial Advisor

Anne joined the Odyssey team in 2016.  Anne graduated from Emory University. She then moved to Washington, D.C. where she worked for FBR Capital Markets, an investment bank, and the U.S. Treasury Department, while she earned her MBA from University of Maryland-UC. After Anne and her husband moved back to Georgia to be closer to her family, she spent some time working with Edward Jones and then her father who managed an equity derivatives portfolio. Anne earned the Accredited Asset Management SpecialistSM designation in 2016. She completed the College for Financial Planning CFP® professional education program in 2017 and has been a CERTIFIED FINANCIAL PLANNER™ professional since 2017. She is an Investment Advisor Representative. 

When not working, Anne can be found enjoying life with her husband, John, their son, and dog. She plays golf and tennis. She is a member of the Junior League of Atlanta, a CFP Board Mentor for CFP exam candidates, and a member of the Alpha Delta Pi Foundation's investment committee. She is a graduate of Leadership North Fulton Class of 2020.