Anna W. Gee

Portfolio Management & Research Analyst

Heffernan Investment Advisors

Anna Gee is a member of the Research Group and also serves on the Operations Team. She is a member of the Firm's Investment Policy Committee.

Ms. Gee joined the Firm in 2010 and works closely with our Chief Investment Officer and senior advisors, assisting primarily in the due diligence on third-party money managers and provides excellent customer service to our clientele.

Ms. Gee received her Bachelor of Arts degree in Communication and Economics from the University of California, San Diego in 2009.

The financial advisors of Heffernan Financial Services are Registered Representatives with, and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Investment advice and financial planning may also be offered through Heffernan Investment Advisors, a Registered Investment Advisor and separate entity from Heffernan Financial Services and LPL Financial.

The LPL Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, DE, FL, GA, HI, ID, ME, NV, NY, OR, OK, TX, WA.

Anna W. Gee

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