2026 SPEAKER LINEUP
The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.
Anna Glosser
Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I believe I can make a difference in the lives of families in my community.
At Edward Jones, we strive to make sure clients feel...
ABOUT ANNA
Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I believe I can make a difference in the lives of families in my community.
At Edward Jones, we strive to make sure clients feel heard, and that we understand their unique story. We also work to help clients understand the investment world in terms they can relate to.
I have learned that the most important job I have is understanding my clients and what's most important to them. I am a CFP® professional and also hold a life, accident and health insurance license, as well as FINRA Securities Industry Essentials (SIE), series 7 and 66 registrations.
I grew up in Central Vermont and currently live in Williston with my husband (Aaron), our son (Ezra), our daughter (Maya), and Goldendoodle (Marvin). In my free time, you can find me on my bike, walking the dog or on the ski slope (most likely with two kids in tow!).
At Edward Jones, we are focused on investing for the long term with quality investments. I am excited at the opportunity to meet you and understand how I can help you to achieve your financial goals.
