Anna Christensen
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Anna Christensen is a Senior Financial Advisor with Merrill Lynch Wealth Management, joining the firm in 2020. She has been part of the Storozhenko Group since January 2021. Anna has nine years of experience in the financial services industry, including seven years at JPMorgan Chase, where she served high net worth families. She holds Series 7 and Series 66 FINRA registrations and is a Personal Investment Advisor (PIA).
Anna specializes in liquidity management, managing new wealth, personal retirement planning, sports and entertainment, and retirement income. Her role involves performance analysis of various asset classes and providing client education across multiple generations. She focuses on creating customized wealth management strategies tailored to clients' priorities, risk tolerance, time horizons, liquidity needs, and goals.
She earned a High School Diploma from Millington High School and an Associate's Degree from Mott Community College. Outside of her professional responsibilities, Anna volunteers at the Food Bank of Eastern Michigan and enjoys gardening, reading, running, traveling, and spending time with her family.
Expertise
Wealth management
Retirement income strategy
Income planning
Occupation focus
Professional Athlete
Work history
Bank of America, N.A.
2020 - Present (6 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2020 - Present (6 years)
J.P. Morgan Securites LLC
2018 - 2020 (2 years)
JPMorgan Chase Bank, N.A.
2013 - 2020 (7 years)
Jeremy W
CFP®
Davison, MI
J Wilson Wealth Management
Jeremy was raised in Davison, Michigan and graduated from Davison High School. He is the son of an African-American Air Force Veteran who served in Vietnam and Korea. His mother, a retired IT professional, is the daughter of an AC Spark Plug engineer who worked in Flint for over 30 years. After high school, Jeremy attended Central Michigan University where he earned his Bachelor of Science in Business Administration with a double major in Personal Financial Planning and Real Estate Development & Finance. He was also a 4-year varsity letter recipient in football as a wide receiver. Fire Up Chips! Jeremy has been working in the financial services industry since 2012 and has been a Certified Financial Planner™ (CFP®) certificate holder since 2015. The CFP® certification marks identify professionals who have met the high standards of competency and ethics established and enforced by the CFP Board. CFP Board's Standards of Professional Conduct require CFP® professionals to act in their clients’ best interests. Jeremy lives in Swartz Creek with his wife, Carol, an elementary school teacher at Dewitt Public Schools. They have been married since 2015 and have two children, Harrison and Scarlett, whom they welcomed in 2018 and 2021, respectively. Jeremy enjoys playing and watching sports, movies, and spending time with his family.
Lee N
CFP®, Series 66
Fenton, MI
Edward Jones
Eric G
Series 63, Series 66
Flushing, MI
Edward Jones
Katrina J
Series 63, Series 66
Davison, MI
Edward Jones
Kyle R
Series 66
Davison, MI
Edward Jones
Shannon S
Series 63, Series 66
Davison, MI
Edward Jones
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