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Anna DiSalvo

Client Associate

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Anna is a client associate with Lake Street.  Her priority is to provide exceptional client service standards with timely follow-up, proactive communications, and knowledgeable resource to clients. Anna is also responsible for collaborating with advisors to onboard new clients to the firm. She supports the firm’s operations as a point of contact for service requests, account openings, money movement, as well as trading and investment support.

Anna’s passion for financial planning comes from personal experiences of seeing her family members prepared for the unexpected events of life and she wants every Lake Street client to experience financial security while accomplishing their goals.

Prior to joining Lake Street, Anna served as a Client Service Specialist at Ameriprise Financial Services where she worked with a team of four advisors. She graduated from Illinois State University with a Bachelor of Science degree in finance and minor in financial planning.

In her free time, Anna likes to try new restaurants in the city and travel with family and friends.

Back To Team

Anna DiSalvo

Client Associate

LinkedIn ProfileEmail

Anna is a client associate with Lake Street.  Her priority is to provide exceptional client service standards with timely follow-up, proactive communications, and knowledgeable resource to clients. Anna is also responsible for collaborating with advisors to onboard new clients to the firm. She supports the firm’s operations as a point of contact for service requests, account openings, money movement, as well as trading and investment support.

Anna’s passion for financial planning comes from personal experiences of seeing her family members prepared for the unexpected events of life and she wants every Lake Street client to experience financial security while accomplishing their goals.

Prior to joining Lake Street, Anna served as a Client Service Specialist at Ameriprise Financial Services where she worked with a team of four advisors. She graduated from Illinois State University with a Bachelor of Science degree in finance and minor in financial planning.

In her free time, Anna likes to try new restaurants in the city and travel with family and friends.

Education

  • Illinois State University

Personal Interests

  • Dogs
  • Ice Cream
  • True Crime Documentaries

Back To Team

Investing involves risk and you may incur a profit or a loss. Please carefully consider investment objectives, risks, charges, and expenses before investing.

Advisory services are offered through Lake Street Financial, LLC (“Lake Street”), an SEC Registered Investment Adviser.

Securities offered through Purshe Kaplan Sterling Investments, member FINRA / SIPC, headquartered at 80 State St, Albany, NY 12207. Purshe Kaplan Sterling Investments and Lake Street are not affiliated companies.

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