Anne Lane Davidson

Anne is a person of impeccable integrity and is very knowledgable in many aspects of investing. I went to her with a unique problem to generate safe reliable income with acceptable risk for a special situation. Her approach and execution were excellent and the performance of the investment was every bit as good as I had hoped. Based on that experience, I moved and IRA to WFA based on my experience with her. WFA uses a "team" of people to balance the risk and return for these managed accounts. Their performance has not been as good. Be very clear about your goals, acceptable risk, and expectations and you will get world class service and advice from Anne.