Anna Wood

Professional

Anna joined Carter Financial Management in 2023, bringing with her more than 25 years of experience in private equity and commercial real estate. As Marketing and Client Service Specialist, she supports both the firm’s client experience and marketing initiatives, helping ensure consistent communication and smooth operations across the organization.

In addition to coordinating marketing projects and client events, Anna continues to play a key role in supporting executive leadership and office administration. Her strengths in organization, technology coordination, and attention to detail help foster a productive and engaging environment for both clients and colleagues.

Personal

Anna lives in Plano and leads an active lifestyle. She is involved in her local cycling club, where she serves on the board of directors and regularly leads group rides. Outside of work, she enjoys spending time with her five grandchildren, quilting, and traveling.