About Us: Anna Ely

Anna Ely

Anna graduated from California State University, Chico and is currently pursuing studies in the financial services area.  Before joining Ely Prudent Portfolios, she worked in administration for Hyatt Hotels in Chicago and as an assistant branch manager for Wachovia Bank in Florida.

At our firm, she has been the head of securities trading and coordinator for advisor services, as well as manager of her own group of clients.  Her client focus includes professionals, families and employees of non-profit organizations.

Anna has also been very active working with the youth of the community through volunteer positions with Bidwell Junior High, Pleasant Valley High School, Young Life, and Bidwell Presbyterian Church.