Ana Romero

     

     

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    Client Service Coordinator

    Financial Planning

    • Client Service Coordinator for BFG’s Individual Financial Consulting department
    • FINRA Series 6 – Investment Company and Variable Contracts Products Representative
    • FINRA Series 63 – Uniform Securities Agent
    • General Lines - Life and Health Insurance Licensed

    Ana Romero is a client service coordinator in BFG’s Individual Financial Consulting department.  Ana is responsible for understanding client history, objectives, action plans, asset allocations, insurance products, and investment accounts in order to be the primary coordinator and source of information for all assigned clients. She monitors and initiates transactions and trades for the investment accounts and supports the financial consultants with ongoing client communication and review meeting preparation. Ana is part of BFG’s "Be Fit Group," which encourages an active and healthy lifestyle.

    Ana graduated from the College of Architecture at Texas A&M University in May 2015.

    Ana worked in the financial services industry for three years before starting at BFG in 2018. She has a General Lines Life & Health Insurance license and her FINRA Series 6 and 63 securities registrations. After obtaining her licenses, Ana was hired to work for financial advisors in Austin, Texas. During her time there, she gained experience working with a multitude of insurance carriers, broker/dealers (including Commonwealth Financial Network® and Purshe Kaplan Sterling Investments®), and investment advisory firm Charles Schwab®.  In February 2018, Ana relocated to San Antonio, Texas, where she is currently working for BFG and clearing once again through Commonwealth Financial Network.

    When she isn’t at work, Ana enjoys crossing out local restaurants from her bucket list, cooking, high-intensity interval training, and watching Texas Aggie football. She is also an active member of Christ Episcopal Church in Monte Vista. When she isn’t in San Antonio, Ana enjoys visiting her family throughout Texas and makes time to travel to Europe at least once per year.

     

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