MBA, Series 7 Securities Registration,¹ Series 66 Advisory Registration,² Insurance License
Anita has nearly 30 years of experience as a financial advisor, focusing on overall wealth management, as well as retirement and estate planning. She enjoys helping clients define their financial goals and creating plans that work towards achieving them. Prior to joining the finance industry, Anita worked in the medical field which helped her develop an ability to truly connect with the individuals she serves. She is involved locally with elections and voting rosters, and in her free time enjoys reading non-fiction and exploring genealogy.
- MBA, University of Pennsylvania
- BS, University of Pittsburgh
- Five Star Wealth Manager (2015 & 2016)*
The Unkovic-Haley Financial Advisory Team is located in our Greensburg office.
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¹ Securities registrations are held with, and securities are offered through LPL Financial, Member FINRA/SIPC. ² Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Advisory Services and Wealth Enhancement Group are separate entities from LPL Financial. * Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of the 2015 or 2016 Five Star Wealth Managers.