Anne Wilbanks is a financial planner for the Private Wealth division of Blue Trust and serves clients of the company’s office in Birmingham, Alabama.
Anne supports Bob Stoddard, senior private wealth advisor, and Anthony Brown, senior private wealth advisor, by helping analyze clients’ overall financial condition and develop customized recommendations designed to help them realize their financial and life goals. She evaluates a client’s estate, insurance, tax, investment, giving, retirement, trust, and cash flow considerations and brings them together to create a comprehensive plan tailored specifically to the client’s needs.
Prior to joining Blue Trust in 2004, Anne worked for Asbury University in Kentucky as assistant to the associate dean and registrar where she counseled students regarding degree requirements and academic regulations, including eligibility for student athletes.
Anne earned her BS in psychology from Presbyterian College and is a Certified Wealth Strategist® (CWS®).
Anne is a member of the Financial Planning Association. She is active in her church where her husband, Reed, serves as senior pastor. In the past, Anne has served as a board member and treasurer for the Wilmore Campmeeting Board.
Anne and her husband live in Rock Hill, South Carolina where Anne works remotely with her team in Birmingham.
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BrittanyA2024-04-21 12:58:272024-04-21 12:58:27A Message From Our New CEO
