Anna Reiss
Anna Reiss holds the position of Client Relationship Partner (CRP) for River Wealth Advisors. Her role includes delivering exceptional service and support to the firm’s advisors and clients, as well as onboarding and maintaining relationships with new and established clients. She enjoys building relationships with clients whether it be on the phone, in person, or at one of our client events.
Prior to River Wealth Advisors, Anna was a Client Service Associate with another investment firm where she focused on providing an outstanding client experience by supporting the firm’s financial advisors and clients. She onboarded clients and maintained relationships to ensure client satisfaction.
She also spent years in mortgage banking business as a processer and an underwriter while helping clients achieve “the American dream.”
Get to Know Me Better
What do you enjoy most about your current job?
Working with our team to provide concierge-level service to our clients.
What do you love most about being part of river wealth advisors?
My teammates, who are like family.
What are your favorite hobbies?
Spending time with family and friends, visiting the beach, and going to baseball games.
what is your favorite book?
“Smart Women Love Money” by Alicia Finn.
what was your first job?
I worked at a bakery in high school (I never left hungry 😊).
what are your bucket list vacation spots?
Visiting the Greek Islands and Switzerland.
What's the best advice you've ever received?
Love what you do and you’ll never work a day in your life!
