Anne Semel

Wealth Care Assistant

Anne joined Davie Kaplan Wealth Care Advisors, LLC in 2021 as a Client Operations Assistant. She uses her English degree every day as she drafts paperwork, researches questions from Financial Advisors and clients, and communicates with representatives from our broker dealer and sponsor companies. Her favorite part of her position is connecting with her colleagues to ensure the needs of the team and clients are met with efficiency and accuracy. Prior to joining Davie Kaplan, she worked in administrative roles for an insurance broker, a HIPAA consulting firm, and a contractor for the government. She seeks to learn a new thing every day, whether it be in her professional or personal life, so if you have a fun fact, be sure to share it with her.

Education

• B.A. in English Literature/Business Minor, Geneseo State University
• M.A. in English Literature, Brockport State University