Anna Cruz joined Waverly Advisors in April of 2025 and serves as a Client Service Associate. In her role, Anna supports the Wealth Advisory Team by assisting with the custodial relationships and day-to-day client maintenance. Prior to Waverly Advisors, Anna worked as a Fiduciary Associate supporting Fiduciary Trust Officers in the administration of personal trust accounts on behalf of the clients and beneficiaries.
Anna has a 20-year career in retail banking, operations and mortgage. With a background that spans across financial operations, administrative support and regulatory compliance, she has a keen eye for detail and a drive for excellence. During her time in the mortgage industry, she helped many first-time homebuyers achieve their dreams of homeownership.
Fluent in both English and Spanish, Anna excels in fostering strong relationships and facilitating effective communication with diverse clientele.
In her free time, Anna enjoys cooking Latin and Asian cuisine, attending a dance class, or taking a leisurely stroll on the greenway listening to the birds.
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· Client Service & Experience
· Building a Good Checklist
· K-Pop & K-Beauty