portrait of Anna E Lewis

About Anna

I began with Edward Jones as a client.

It was a transitional time for myself and my family. After working with a variety of financial advisors, I saw for myself, at Edward Jones, the difference it makes to work with a financial advisor who partners together with you to understand what's important to you.

Now, I'm committed to building that same true partnership with my clients to serve them and their families.

My background is varied: I studied literature and then worked in the tech industry for 15 years, in both start-up and global, corporate environments.

As a first-generation American and my...

Focus Areas

  • College Savings
  • Employee Stock Options
  • Information Technology Professionals
  • Retirement Savings Strategies
  • Wealth Strategies
  • Portfolio Reviews

Work History

  • Edward JonesSeptember 2024 to Current
  • Atlassian, Inc.February 2017 to July 2024

Education

  • Yale UniversityMasters

Personal Interests

  • Spending Time with Family
  • Reading
  • Personal Fitness
  • Dancing
  • Baseball

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