Anna Howard

Background

About Anna Howard

Exceptional financial planning is defined by relationships, insights, opportunities, collaboration, resources and service. I’m most energized when advisory teams orient around a client in a way that not only supports their financial objectives, but also their life values. I found my way to First Republic Bank after making a career of helping ultra-high net worth individuals and families achieve their financial and philanthropic goals. Through this work, I observed the opportunity to deepen relationships with clients and evolve their experience of financial planning. This enabled me to create a plan to build and lead a new service area for First Republic. Now, as Head of Family Wealth Resources, I collaborate with team members across the organization to design, deliver and drive adoption of innovative and thoughtful resources that elevate our clients’ personal experience and increase the effectiveness of the advisory teams who serve them. Prior to First Republic, I held progressively responsible positions with Wells Fargo Private Bank, where I helped secure anchor clients, built relationships and substantively grew assets under management. Throughout my last two years with Wells, I ran the P&L for trust and investment fiduciary platforms while managing a team of 16 planning professionals working with Wells’ largest clients. During this time, I also effected a significant paradigm shift to a more proactive and consultative way of delivering services. As a highly engaged manager, I strive to lead by example and approach my work with integrity, inclusivity and commitment. I’m incredibly grateful for the opportunity to partner with so many talented people and various audiences in an area that I’m deeply passionate about. Connect with me to learn more about Family Wealth Resources at First Republic Bank.