ANNA STOZEK *

Client Relationship Manager
203-323-6666

Anna Stozek is a Client Relationship Manager and an integral member of the Portfolio Solutions® team. She is the face of our firm in our Connecticut office, and a leader in our Client Services group who takes pride in the strong relationships she builds with all our clients. Her valuable assistance across a wide range of critical tasks has made her a vital part of our team for over 14 years. Anna is often the first point of contact when clients call our Connecticut office, and she ensures our clients’ needs are met with professionalism and efficiency.

Our clients value their strong relationships with Anna and appreciate her depth of knowledge. Among other responsibilities, Anna has extensive experience with client relationship management, financial industry operations, financial services technology, setting up new client accounts, processing paperwork, cashiering and handling securities, and planning office events. 

Anna exemplifies our Servant Leadership philosophy by always placing the needs of our clients and our team ahead of her own and leading by serving others.

Anna graduated from Western Connecticut State University School of Business Management. She enjoys spending time with her husband and daughter.

Areas of Experience:

  • Client Relationship Management
  • Account Distributions & Contributions
  • Account Openings & Transfers
  • Financial Industry Operations
  • Financial Services Technology
  • Cash Requests
  • Required Minimum Distributions

 

*Anna Stozek is part of the Portfolio Solutions team through its affiliated SEC registered investment advisory firm, Liberty Wealth Advisors, LLC.