With a passion for organization and nurturing client relationships, Anna White helps ensure every interaction with ArchHaven & Co. Wealth Partners is personalized and efficient. With a background as a Registered Client Associate at Merrill Lynch and Raymond James, she understands what it means to deliver excellence to every client, regardless of demographic. Having served in a compliance management role at Merrill Lynch, she values transparent communication and a rigid understanding of rules and policies.
Her role within the team is centered on fostering meaningful relationships with clients in order to better understand their needs, desires and goals and how to serve them in the most impactful way. She serves as a key point of connection between clients and all members of their financial team, both internal and external. Anna directly supports each member of the advisory team to ensure that client experiences are fluid and cohesive. She also maintains Series 7 and 66 licenses.
A fourth-generation Houstonian, Anna grew up in Tomball, Texas as the second youngest of five children. She began college at the age of 15 and graduated from The University of Texas at Austin with a Bachelor’s degree in Psychology and a minor in Business at 19. With a strong passion for people and developing meaningful relationships, Anna initially planned to continue her education to become a licensed counselor. What began as a simple, curious conversation about the world of finance unexpectedly blossomed into a deep desire to build that people-centered career within the financial service industry.
Anna is the mother of a marvelous two-year-old boy named Hank. He is every bit of his mother’s child – a lover of barefoot exploring, gardening, pining after the affection of all animals, and baking (mostly eating) sourdough goods. Anna enjoys home improvement projects, day trips to small Texas towns, antique shopping, country dancing, pasta making and shoes.