Annette joined WFA in 2018 and has over 35 years of financial industry experience. Annette’s experience includes banking, brokerage services and investment management. Prior to joining WFA Wealth Managers, Annette worked at Brandes Investment Partners, L.P. as a Senior Portfolio Associate. Annette was responsible for handling the daily operations of their private client accounts and separately managed accounts. Annette’s extensive experience in supporting clients and financial advisors in an efficient and professional manner will ensure you receive the highest level of personalized service when you contact our office.
Annette is a native of San Diego and is deeply rooted in her community with many years of volunteer service. When Annette is not providing exceptional customer service, Annette enjoys spending time with family, friends, and traveling.