Ana re-joined U.S. Capital Wealth in 2020 as a Client Service Manager.

Ana’s work in the finance industry began when she originally joined Legacy One in 2016 as part of the administrative support staff and earned her FINRA Series 6, 63 and insurance licenses. Ana moved to San Antonio, TX in 2018 and worked for a financial planning firm clearing through broker/dealer Commonwealth Financial Network® before moving back to Austin and rejoining our team in 2020, just prior to the company's merge with U.S. Capital Advisors in 2021. Since her return, Ana has obtained her Series 65 license and is a registered Investment Advisor.

Ana loves serving our clients with enthusiasm, efficiency and promptness.