Anna Haldeman, CFP^®

In her role as a financial planner at Smith Salley, Anna is involved in the analysis, development, implementation and monitoring of financial plans. She works in collaboration with Smith Salley’s wealth advisors and our clients to assist in identifying and achieving their financial goals. Anna is a CERTIFIED FINANCIAL PLANNER^TM professional who graduated from the University of North Carolina at Chapel Hill. She was raised in Greensboro, NC and joined the Smith Salley team in 2021 upon graduation. She is thankful for her Greensboro community and for the opportunity to live and work in her hometown.