Anna Katharyn “AK” Hendrix is a Partner and Director of Financial Planning at Edge. She began her career with Edge in 2010, working directly with clients, as well as in a reporting capacity. She formerly led the Client Specialist Team at Edge and served on the Edge Capital Advisory Committee.
AK graduated from the University of North Carolina at Chapel Hill with a Bachelor of Science degree in Business Administration. While working full time, she also earned a Master of Personal Financial Planning degree from Georgia State University. Prior to joining Edge, she worked in a client service leadership role at Donaldson, Lufkin, and Jenrette, also in senior client service roles at Morgan Stanley and Credit Suisse. In addition, she owned Private Wealth Administrative Services and assisted a private family office.
AK works closely with Edge Senior Financial Advisors to deliver customized planning solutions to clients, and she enjoys adding depth to the total client experience at Edge. AK is a CERTIFIED FINANCIAL PLANNER™ and holds a Series 65 Uniform Investment Advisor license. She is also a member of the Financial Planning Association of Georgia.
AK lives in Roswell, Georgia with her husband, two teenage boys, and two dogs. In her spare time, AK enjoys cooking, music and spending time with family and friends – especially fishing at the beach with her boys! She supports The Drake House, a local organization benefitting homeless mothers and their children. Also, AK has become an asset in Edge’s efforts to introduce financial literacy to local YMCAs through our partnership with Wealthy Habits.