Anne Morel

Anne Morel is a seasoned Client Service Associate with New Aspects Financial Services. Anne brings over 30 years of specialized expertise in Client Service, with a focus on annuities. She collaborates closely with the Private Wealth and Financial Planning Advisors. 

Before joining New Aspect Financial Services, Anne spent 20+ years in the banking industry in the Investment department, where she served a top investment advisor and his team of 4 licensed representatives. Her experience also includes significant client service, working with compliance, and implementing and servicing risk management solutions. Anne joined New Aspect after working for a Woodbury Financial/ Osaic Wealth Inc. advisor for several years. Anne holds insurance licenses in Louisiana and a Series 6 license. 

Together with her husband, David, Anne has raised two children and now enjoys spending time with  their three grandchildren, three dogs, and one cat. Anne loves the outdoors, spending time camping, attending all the festivals in her hometown of New Orleans, and being in the Mardi Gras parades. 

Anne is dedicated to providing personal, insightful service to the clients at New Aspects Financial Services.