Anna Olivieri
Anna Olivieri, Branch Administrator
Anna joined Wealth Strategies as the Branch Administrator in 2013. Anna brings over 25 years of administrative and client service experience to Wealth Strategies.
As the main point of contact in our client service team, Anna believes in providing the best client service possible in the following areas:
- General/Administrative inquiries
- RESP/Redemption documents
- Statement/Account inquiries
- New client set-up
- Transfers of investments to Wealth Strategies from other institutions
- Scheduling appointments
- Client web access
- Change of addresses
- Starting/Stopping monthly savings plans