Anna Formicola

Anna has over 3 decades in the investment advisory industry. In 1989 she helped launch a high-touch boutique advisory firm focused on portfolios customized to individual goals and objectives. Her primary focus was to make certain all clients’ needs were met with accuracy and efficiency. Anna believes that her skills acquired over the last 3 decades makes her perfectly suited for her current role as Senior Vice President, Managing Director | BTR Team. Anna joined Wealth Enhancement Group in 2022 through the BTR Capital Management acquisition. 

Anna has vast expertise in working with the next generation of clients when they become heirs. She offers them peace of mind by providing a balance of compassion along with in-depth knowledge on the various steps involved in the post death distribution process. She works closely with their estate attorneys and tax advisors so that the process is done with great accuracy and in a timely manner. After the distribution process is complete, she works with the future generations to pursue their respective financial goals. Anna enjoys literature and summer vacations with her husband and son on the Great Lakes of Michigan, where she was raised.