Anna Thomas
Wealth & Fiduciary Advisor
Assistant Vice President
West Palm Beach, FL
About Anna Thomas
Anna is a Wealth Advisor in the Charleston office. She concentrates on developing meaningful relationships with clients and providing the necessary resources to allow clients to build and secure their financial legacy. Anna began her career with SouthState Private Wealth in October 2019. She started as a Wealth Associate providing administrative support to clients. In May 2021, Anna was promoted to a Wealth Administrator and had a dual role in supporting the Charleston-based team along with advising her own book of business. In November 2023, Anna accepted a position as a Wealth Advisor focusing solely on her book of business and relationship management. Anna graduated from High Point University with a double major in Business Administration and Spanish and a minor in Finance. She resides in Charleston with her husband and daughter. In her free time, Anna enjoys traveling, painting, and baking. She also loves to return to her home state of Massachusetts in the winter to go skiing and snowmobiling with her family.
Education
- High Point University
Important Legal Disclosures and Information
- SouthState Wealth represents the collective departments and subsidiaries of SouthState Bank, N.A. that provide wealth management services. Products and services are not bank deposits, nor are they insured by the FDIC or any Federal Government Agency, and are not backed or guaranteed by SouthState Bank, N.A. or its affiliates. Securities involve investment risks, including possible loss of principal.
