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Mrs. Anna Zervos joined CFAL in June 2011 and served in several capacities over the years with her current role as the Assistant Manager of the Private Wealth Services Department. Anna is responsible for a portfolio of high-net-worth individual and institutional clients and serves as a Securities Trader on the local and international markets.
Mrs. Zervos has over 20 years’ experience in the financial services industry and hold a Bachelor of Business Administration with a major in Accounting (BBA) degree from the University of the Bahamas. She is a Bahamas International Securities Exchange (BISX) Registered Trader, holds the FINRA Series 7 license, the Certified International Financial Planner (CIFP), Certified Wealth Manager (CWM) and Society of Trust Estate and Practitioners (TEP) designations.