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Anna W
CFP®, Series 66
Englewood, CO
Aurelius Family Office, LLC
Anna Witten is a CFP® and Series 66 holder with eight years of industry experience. She is currently with Aurelius Family Office, LLC and previously worked at Grant Thornton/BNY Mellon, MHWC Private Single-Family Office, BNP Paribas, and Merrill Lynch Global Wealth Management. Aurelius Family Office, LLC provides wealth management and comprehensive financial planning to individuals, retirement plans, charitable organizations, and corporate entities. The firm tailors portfolios based on client objectives and risk tolerance using a range of investment methods, and offers services including discretionary portfolio management, fiduciary retirement plan services, and estate-planning facilitation.
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