Lee Napier
Advisor at Edward Jones
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.
Expertise
College savings (529s, UTMA, etc.)
Business ownership considerations
General estate planning guidance
Wealth management
General retirement planning
Occupation focus
Founder/Business Owner
Work history
Edward Jones
2012 - Present (14 years)
Kate V
Series 66
Hartland, MI
Edward Jones
Hilary R
CFP®, ChFC®, Series 66
Clarkston, MI
Edward Jones
James V
Series 66
Ortonville, MI
Edward Jones
Jay H
Series 63, Series 66
Grand Blanc, MI
Edward Jones
Adam S
Series 66
Fenton, MI
Edward Jones
Anna C
Series 63, Series 66
Grand Blanc, MI
Merrill
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.
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