< Back To Search Results

CALL : 334-270-5960
EMAIL ANNE
SEND TO A FRIEND

Anne Wilbanks

Financial Planner
Montgomery, AL

Anne Wilbanks is a Financial Planner for the Private Wealth division of Ronald Blue Trust and serves clients of the company’s branch office in Montgomery, Alabama.

Anne supports Bob Stoddard, Managing Director, 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 Ronald Blue & Co. (the predecessor company to Ronald 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 Bachelor of Science in Psychology from Presbyterian College in 1986.

Active in the community, Anne has served as a board member and treasurer for the Wilmore Campmeeting Board. Anne and her husband, Reed, work together to mentor young adults in their church, where Reed serves as Associate Pastor.

Anne and her husband live in Wilmore, Kentucky where Anne works remotely with her team in Montgomery.

Top

Copyright 2018 RonaldBlueTrust