Anna Grace is a client service representative at BCA Private Wealth; her passion is connecting with clients and walking with them through all seasons of life. As a client service representative, she is responsible for supporting clients day-to-day, processing account request paperwork, and acting as the bridge between clients, advisors, and custodians.
Anna Grace attended Wofford College, graduating with a degree in Economics with minors in Finance and Environmental Studies. She additionally interned for International Sustainable Finance Centre in Prague, Czech Republic during her time at Wofford.
She lives in Greenville, South Carolina where she enjoys running, hiking, and exploring new coffee shops. As a Georgia native, one of her first jobs was working at a peach farm.
Licenses
- FINRA registrations include SERIES 7 and 66
- SC Life and Health Insurance
Education
- Wofford College – Bachelor’s Degree