ANNA GRAVELY LEGRANDE
I'm a Professional Financial Consultant
My Quality Services
Trusted Financial Consultant providing Bespoke Investment Solutions with Insight and Integrity. I Align Every Strategy with Your Vision, Transforming Financial Planning into a Pathway to Lasting Success.
Wealth Management
Tailored strategies to grow and preserve your wealth, ensuring long-term financial security and peace of mind. I take a holistic approach to managing your assets—balancing risk, performance, and liquidity—so your financial plan adapts with you as life evolves. Whether you're building wealth or protecting it, my focus is always on achieving your personal and financial milestones.
Retirement Planning
Comprehensive, goal-driven plans designed to help you retire comfortably, confidently, and on your own terms. I work closely with you to forecast income needs, estimate future expenses, and select the right mix of investment vehicles.
Investment Advisory
Expert insights and personalized guidance to build, diversify, and optimize a portfolio aligned with your financial vision. Using data-driven analysis and a disciplined investment approach, I help you navigate both traditional and emerging markets. From stocks and bonds to crypto and alternative assets, every recommendation is tailored to your unique objectives and risk tolerance.
Tax Planning
One key to investment success is developing a tax-efficient strategy—one that minimizes what you owe and maximizes what you keep. I help you structure investments, income, and withdrawals in a way that reduces tax impact while staying compliant. With smart planning, we can improve your net returns and preserve more of your hard-earned capital across every financial decision.
About Me
With a strategic mindset and proven financial acumen, I help clients grow wealth, manage risk, and seize high-return opportunities across both traditional and emerging markets.
Over 27 Years of Proven Experience
I specialize in providing clear, actionable advice on securities, portfolio building, and strategic investments. From developing high-yield trading frameworks to implementing customized financial strategies, my focus is on delivering consistent, long-term results that grow your wealth and minimize risk.
- Simplified Investment & Trading Experience
- Real-Time Market Insights & Performance Tracking
- Dedicated Support Across Crypto, Stocks, & Traditional Assets
- Risk Management Tailored to Your Financial Goals
Years of Experience
Happy Clients
Assets Under Management
Portfolios Handled
My Education
Exam
Securities Industry Essentials Examination | SIE | 10/01/2018
General Industry/Product Exams
Exam
Direct Participation programs Representative Exammination | Series 22 | 07/08/1988 |
General Industry/Product Exams
Exam
Uniform Securities Agent State Law Examination | Series 63 | 05/10/1988
State Securities Law Exams
Exam
Uniform Securities Agent State Law Examination | Series 63 | 05/10/1988 |
State Securities Law Exams
My Professional Experience
2015 - Present (9 Years)
Investment Advisor
AVANTAX INVESTMENT SERVICES, INC. (CRD# 13686)
1997 - 2016 (17 Years)
CMS course
KMS FINANCIAL SERVICES, INC. (CRD# 3866)
I have passed:
3 General Industry/Product Exams
1 State Securities Law Exam
I am registered with:
7 U.S. states and territories
1 Self-Regulatory Organization.
My Client's Stories
Empowering individuals and businesses to achieve financial clarity, stability, and growth through tailored strategies and expert guidance.
Start the Conversation
Your journey to smarter investing and lasting financial freedom begins here. Reach out today—your future is worth planning for.
Email Us
contact@annagravelylegrande.com