Anderson receives management promotion to senior VP, principal

Shaunna Anderson is Henry+Horne Wealth Management senior vice president and principal. (Submitted photo)

Henry+Horne Wealth Management announces the promotion of Shaunna Anderson to senior vice president and principal.

During her career, Ms. Anderson is said to have developed a technical skill set spanning all aspects of portfolio management, investment implementation and operations, according to a press release.

She is commended for her dedication to working hard for clients and getting things right the first time throughout her time in the wealth management industry, according to the release.

“Over the past several years, Shaunna’s contributions have helped redefine the quality and execution of the client experience while helping us grow substantially. Shaunna is one of the most dedicated and hard-working people I have ever met, and we are truly lucky to have her at Henry+Horne Wealth Management,” Henry+Horne Wealth Management President Michael Carlin said in a prepared statement.

Ms. Anderson, who joined Henry+Horne Wealth Management in 2016, has more than 15 years of financial and operational management experience, including working with individuals, affluent families and businesses to assess their investment portfolio needs, the release added.

“I joined the firm because I believed in the investment philosophy and the vision of how this business is supposed to be done. The depth of the work we do for clients and the amount of care we take with them is profound and meaningful in their lives and frankly not something that is commonplace in our industry.

I am honored with this promotion and grateful to work with so many talented professionals. I look forward to building dynamic client relationships across our firm’s business lines,” said Ms. Anderson in a prepared statement.

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