Broker Check
Anne Simpson, CFP®, AAMS®

Anne Simpson, CFP®, AAMS®

Financial Planner

A former resident of East Cobb, 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 manages 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 a Registered Representative with Cetera Financial Specialists LLC and an Investment Adviser Representative with Cetera Investment Advisers LLC.

When not working, Anne can be found enjoying life with her husband, John, and their two dogs, Maggie and Hopper. She plays golf and tennis, enjoys hikes and the outdoors, and makes time for volunteer work as she lends her skills to the Junior League of Atlanta and the American Red Cross.