Anna Veres
Client Service Associate
“Giving back and making a difference in the lives of others is at the heart of who I am. I carry that same approach into my professional work, helping clients feel supported, informed, and empowered to make financial decisions that positively impact their lives and the lives of those they care about.”
I grew up immersed in the world of financial planning. My dad has been a speaker in the industry for as long as I can remember, and I traveled with him both nationally and internationally to his events. By age eight, I was helping stuff envelopes and mail out newsletters for financial advisors. While I didn’t initially expect to follow this path, I realized early on that I loved math, numbers, and details, and now I get to combine those skills with my desire to help others.
So how did a girl from Georgia, who spent nearly a decade in California and now lives in South Carolina, end up at Allos? I sought a firm dedicated to helping people from all walks of life, regardless of wealth or circumstance. I believe this is where I can make the biggest impact. As a single mother, I have a special appreciation for those working hard on their own and for anyone who could use guidance to make meaningful changes in their lives.
When I’m not supporting my sons and helping them pursue their dreams while instilling lasting values, I focus on making a difference for the clients and communities I serve. Being able to positively impact others’ lives through financial planning is both my passion and my privilege.
As a Client Service Associate at Allos Investment Advisors, LLC, I support our clients by ensuring their financial plans are carried forward smoothly and effectively and they have a team they can turn to. I act as a key point of contact, helping clients access their account details, answering question, and coordinating with our advisors so each client receives personalized and timely attention. Our firm is committed to delivering feeonly, clientfirst financial planning and investment management tailored to your values, goals and life stage, and I’m proud to contribute to that level of care and connection in everything we do.
I love spending time with my two sons, Malakai and Tyson, and most of my weekends are spent cheering them on at basketball tournaments or baseball games. I also enjoy being outdoors, whether it’s camping, swimming, skiing, kayaking, or tubing. Attending live sporting events, spending time on the water, and enjoying family adventures are some of my favorite ways to recharge. More than anything, my greatest hope is to raise kind, thoughtful humans who make a positive impact on the world around them.
I am deeply committed to giving back and making a positive impact in my community. Volunteering and participating in service initiatives allow me to support those in need and help strengthen the bonds that make our communities thrive. One experience that stands out is my involvement in Hurricane Helene relief efforts, where I worked alongside others to provide critical support and resources to families affected by the storm. Making a difference, whether through local projects or larger relief efforts, is a core value for me and something I strive to carry into both my personal and professional life.
Certification
Series 65 Licensed
Education
Bachelor of Science in Business Administration from Kaplan University
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