Vanessa Mavec King, CFP®
Senior Vice President, Financial Planning
Ms. King joined Ancora in 2019 and oversees the wealth planning team. Planners work with clients and their families to identify individualized goals and build financial plans to help them most efficiently and effectively achieve those goals. This may be accomplished through the use of cash flow planning, asset allocation review, college planning, retirement planning, tax strategy, estate planning, risk mitigation, wealth transfer and next gen education. The wealth planning process helps drive our investment approach and allows clients to feel prepared and comfortable with their holistic financial situation.
Prior to joining Ancora, Vanessa worked as a client wealth advisor for Gries Financial Partners where she worked with clients to provide personalized wealth planning services. Vanessa began her career at Case Western Reserve University where she served in numerous university development roles all focused on raising funds for scholarship, campus strategic priorities and programs. Vanessa earned a Bachelor of Arts degree in Psychology and Anthropology with a minor in Human Rights from Southern Methodist University, as well as a Master of Business Administration degree from Case Western Reserve University’s Weatherhead School of Management. Vanessa holds the Certified Financial PlannerTM designation. She currently serves on the boards of The Kelvin and Eleanor Smith Foundation and Fieldstone Farm Therapeutic Riding Center.