Anna Katharyn “AK” Hendrix is a Partner and Director of Wealth Strategy, beginning her career with Edge in 2010. She formerly led the Client Specialist Team and served on the 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, as well as 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 Wealth 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 and two dogs. In her spare time, AK enjoys cooking, music, and spending time with family and friends – especially when her sons come to town for a visit! AK has become an asset in Edge’s efforts to introduce financial literacy to local YMCAs through our partnership with Wealthy Habits. AK is also a Certified Life Coach, Financial Therapist, and member of the Financial Therapy Association. She is passionate about helping everyone find strategies and make progress toward living their best life.
