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Anna Dashkevich, CFP®, AIF®

Anna Dashkevich, CFP®, AIF®

Investment Analyst & Retirement Services Specialist

Anna’s role at ROA is to research and create financial strategies to help ROA financial professionals implement a custom-tailored plan of action. Anna is specializing in investment analysis and retirement benefits.

Her passion for financial fitness is rooted to her childhood with a favorite pretend play as a banker. When it was a time to decide what her future career was going to be, the financial service industry seemed an easy choice. Born and raised in St. Petersburg, Russia, she came to the US as an MBA student of Youngstown State University. Just a year later she was privileged to join a Cleveland Chapter of Alpha Gamma Sigma International Honor Society for her high academic achievements.  While pursuing her scholastic goals, she joined a FINRA Broker Dealer that gave her an invaluable understanding of financial products and services.  Being in the financial sector for almost 20 years and working as both an Advisor and a Regulatory Officer have advanced Anna to get a solid grasp of the comprehensive financial planning process. Whether your goals involve building wealth through investing, choosing the most suitable retirement plans for your corporation, or attracting and retaining valuable employees through offering the right type of group benefits, Anna’s analytical and problem-solving skills could help ROA’s clients develop a roadmap to reach their goals and make wise financial decisions.

Despite her busy lifestyle as a mother to two young boys, she finds time to educate adults and children to seek a healthy and prosperous well-being at the local organizations and school events. She’s also a member of the American Business Women Association.

 


Anna Dashkevich is a registered principle of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC . Supervisory office: 3 Greenway Plaza, Suite 1800 Houston TX 77046 (713) 402-3800.