Anne McQuail

Senior Registered Client Associate

Anne McQuail

“I find it very rewarding to be part of a client’s financial journey. My goals are to build trust and provide service that reflects Sage Wealth Advisors’ commitment to excellence.”

Serving my clients

I help our team maintain the highest level of service by striving for excellence daily. My approachability and attention to detail make me an ideal point person for client inquiries and requests. While supporting the team in various ways, I enjoy getting to know our clients as well as learning new systems and skills.

About me

Originally from Roanoke, Virginia, my husband, Justin, and I now call Richmond our home. We have two sons Sullivan and Shepherd, and an adored golden retriever, David. I enjoy traveling, spending time with family and friends, and attending many of the festivals and events that Richmond has to offer.

Experience

Wells Fargo Advisors
Senior Registered Client Associate, Officer
Wells Fargo Bank
Senior Administrative Assistant
Wells Fargo Bank
Teller

Certification & Education

  • FINRA Series 7 securities registration
  • FINRA Series 66 securities registration
  • Licensed Insurance Agent with the Commonwealth of Virginia
  • Bachelor of Business Administration from Radford University