Ana has been with Advanced Markets since 2007. Prior to her role with John Hancock, Ana was a successful financial advisor at American Express and Citizens Bank. Her past experience working directly with clients has helped anchor her understanding of the financial planning process.
Ana holds her Life and Health Insurance license, and has her Series 7 (General Securities Representative), Series 66 (Uniform Combined State Law Exam) and Series 24 (General Securities Principal) licenses. Ana is a Wellesley College graduate, where she studied International Relations with a minor in Economics and graduated cum laude.
Ana lives on Cape Cod with her husband and three daughters. Her husband owns and operates a business, which in turn helps Ana understand the needs and wants of business owners, especially those on “Main St. USA.” Ana was born and raised in South America and is fluent in Spanish.