Contact Information
130 North Woodbury Road
Pitman, NJ 08071
Tel: 856-218-0080
Fax: 856-218-0180
Email: ana.barnett@lpl.com
Website: www.lpl.com/ana.barnett
Ana has worked in the financial services industry for over 20 years. Ana is currently registered to do business in the following states for:
Securities: DE, FL, NJ, NY, PA, VA
Insurance: NJ, PA
Ana currently resides in Gloucester County, NJ with her husband Robert and daughters, Chantel and Flavia.
She is a member of the Mullica Hill Women's Club and was the Former Chairman of the Planned Giving Committee for the Friends Village in Woodstown.
Events:
TBA
Article Archives
Ana currently writes a financial column for The Women of Gloucester County Online Magazine.
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Business & Finance / Main Street Investment Group
 Ana L. Barnett
Accredited Asset Management Specialist
LPL Financial Advisor
As an Independent Financial Advisor specializing in Financial Planning and Wealth Management, Ana works closely with individuals and families, through all stages of their lives, to help them achieve their financial goals by customizing investment solutions to help create, protect and transfer their wealth in a most tax efficient manner.
Her comprehensive approach includes:
- Investment Planning
- Retirement Planning
- Income Distributions
- Education Planning
- Estate Planning
- Insurance including Long-Term Care
She holds the Accredited Asset Management Specialist designation through the College of Financial Planning and the Securities Registration Series 7 and 66 through LPL Financial. She is also licensed in life and health insurance and is certified Long-Term Care Specialist. Ana continuously attends seminars and workshops to remain on the cutting edge of industry developments.
A Wealth Management Philosophy
Customized to pursue your unique financial needs and objectives, Ana follows a comprehensive five step process designed to establish the optimal plan to managing your assets.
- Discovery – Understanding your personal, professional and financial life goals.
- Education – Discuss the risk and reward characteristics of different investment classes and their contribution to the overall portfolio asset allocation.
- Recommendations – A proposed asset allocation with optimal blend of investment vehicles to work toward your goals.
- Implementation – The investment methodologies employed to construct your portfolio.
- Active Management – Personalized and regular review of the portfolio’s performance.
Securities, asset management and financial planning offered through LPL Financial,
A Registered Investment Advisor and Member FINRA / SIPC
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SERVICES OFFERED
Portfolio Review
Comprehensive Financial Planning
through LPL Financial
Investments
* Mutual Funds
* Purchase/Sale of Common Stocks
* Bonds
* Certificates of Deposit (CD's)
* Money Market Funds
* Annuities
Retirement Plans
* Individual Retirement Accounts (IRA)
* Roth IRA
* Employer Sponsored Retirement Plans
- 401 (K)
- SEP IRA
- Simple IRA
- Defined Benefit
Insurance
* Long-Term Care Insurance
* Term and Permanent Life Insurance
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