Anne McQuail

Senior Registered Client Associate

Tel: 804.583.1990

Email: [email protected]

Anne McQuail

“I find it very rewarding to be part of a client’s financial journey. My goals are to build trust and provide service that reflects Sage Wealth Advisors’ commitment to excellence.”

Serving my clients

I help our team maintain the highest level of service by striving for excellence daily. My approachability and attention to detail make me an ideal point person for client inquiries and requests. While supporting the team in various ways, I enjoy getting to know our clients as well as learning new systems and skills.

About me

Originally from Roanoke, Virginia, my husband, Justin, and I now call Richmond our home. We have two sons Sullivan and Sheppard, and an adored golden retriever, David. I enjoy traveling, spending time with family and friends, and attending many of the festivals and events that Richmond has to offer.

Experience

Wells Fargo Advisors

Senior Registered Client Associate, Officer

Wells Fargo Bank

Senior Administrative Assistant

Wells Fargo Bank

Teller

Certification & Education

FINRA Series 7 securities registration
FINRA Series 66 securities registration
Licensed Insurance Agent with the Commonwealth of Virginia
Bachelor of Business Administration from Radford University

Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, CA, CO, CT, DC, FL, GA, IL, MA, MD, MO, MS, NC, NJ, NY, PA, SC, TN, TX, VA, WV). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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