Anna Wilson
Senior Operations Specialist

Anna joined the team at BWFA in 2024 as the Sr. Client Operations Specialist, bringing over 10 years of experience in the financial services industry. Prior to joining BWFA, she held several roles within another wealth management firm, but her strengths and interests led her towards operations. Anna is passionate about organizing and developing processes to ensure clients receive exceptional service.

Anna graduated from UMBC with a BA in Business Technology Administration. She currently resides in Halethorpe, Maryland with her partner, Dave, their two cats, and their turtle. In her spare time, Anna enjoys baking, puzzles, going camping and hiking.