Anne Phelps
Senior Director, Wealth Management
With 15 years of expertise in accounting and wealth advisory services, Anne serves as a Senior Director on Choreo's Wealth Management team.
She specializes in managing client relationships with high-net-worth individuals and families.
Her role encompasses developing customized asset allocations, implementing and monitoring portfolio strategies, and ensuring seamless execution. Anne leads with financial planning first and collaborates with clients to implement strategies that help them achieve their short-term and long-term financial goals. These strategies may include trust and gifting solutions, investments, estate planning, retirement planning and income tax planning and compliance.
Prior to joining Choreo, Anne was a Director for BDO Wealth Advisors as well as a Senior Manager for BDO tax. Anne resides in St. Louis with her husband and two children.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS
- Certified Public Accountant (CPA)
- Certified Investment Management Analyst (CIMA)
- American Institute of Certified Public Accountants
- Estate Planning Council of St. Louis
- Investment & Wealth Institute
- Missouri Society of Certified Public Accountants (MSCPA)
EDUCATION
- Master of Accountancy, University of Missouri
- Bachelor of Science Accounting, University of Missouri
