FWM Team member Anna Davis Headshot

Anna Davis

EXECUTIVE ASSISTANT

Believe you can and you’re halfway there.

Committed to providing essential administrative support to Kathy Longo and the team at Flourish

Anna joined Flourish Wealth Management in December 2024 after nearly a decade working in Luxury Hospitality as an executive assistant. She is committed to providing essential administrative support to Kathy Longo and the team at Flourish in order to help them accomplish their goals and maintain effective and personalized client service.

When Anna isn’t working, she enjoys spending time with her wife and two dogs, as well as baking, hiking, and tending her many plants.

WHAT DOES IT MEAN TO FLOURISH?

Flourishing goes beyond physical and emotional well-being; it embodies the autonomy to make choices aligned with values and goals. Each person is unique and deserves the opportunity to flourish by finding a fulfilling and meaningful life. In essence, flourishing is about realizing my full potential and experiencing a profound sense of contentment and purpose.

FAVORITE BOOK

Daring Greatly
Brene Brown

FAVORITE ACTIVITIES

I am an avid baker and hiker, and I enjoy tending plants and spending time with family.

Kathy Longo Recognized as One of Money’s Best Financial Planners of 2024

Honored for High Marks in Qualifications, Trust, Services, and Customer Service

We’re proud to announce that Kathy Longo has been named one of Money’s Best Financial Planners for 2024. This recognition highlights her dedication to providing personalized financial advice and building lasting relationships with her clients.

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