We specialize in customized wealth management solutions for families and individuals. We are passionate about making your investment experience as productive and transparent as possible.

Philosophy

We are a fiduciary advisor and act solely in the best interest of our clients. We are required by the fiduciary standard to put your needs before ours and we understand that clients trust us with critically important financial tasks.

About

Our success comes from partnering with our clients to create properly allocated, high performing portfolios and to help with real-world financial situations.

Client monies are kept at well recognized and financially strong independent custodians. Fidelity and Vanguard are our custodians. All accounts are in the client’s name. The custodians send statements monthly or quarterly to each client. Account access is available 24/7.

We send newsletters periodically throughout the year, accessible on the website, to keep our clients informed of our macroeconomic views, our investment thoughts and how these may affect your personal portfolios. Please call us with any questions. We want you to be informed and feel comfortable with the decisions made for your account.

 

Get in touch

Pottle Financial Services, Inc. wants to make sure we are the right fit for you - we offer free consultations to walk you through your financial goals and objectives.

Book an appointment ▸

Advisors

 
anna%2Brevised%2Bpicture%2B%25281.2.19r%2529%2B%25281%2529.jpg

PRESIDENT

Anna Pottle

Anna Pottle graduated from the University of North Carolina at Chapel Hill with a B.S. in Business Administration, and has been a corporate financial consultant for 12+ years. She has extensive knowledge and experience with business valuation, financial analysis and complex financial modeling. Anna has served key accounts, including Fortune 10 and Fortune 100 companies in a variety of industries, including manufacturing and distribution, healthcare, business services, financial services, software and consumer products. 

Anna joined Pottle Financial Services, Inc. in August 2017 and purchased the business in October 2018. She is an Investment Advisory Representative, and is excited to continue to manage the business with the same diligence and commitment as the former owner and founder, Peter Pottle.

 

Education

University of North Carolina at Chapel Hill, Kenan-Flagler Business School
B.S., Business Administration B.A., Political Science

Activities

• USA Dance Ethics Committee, Member
• Leukemia & Lymphoma Society, Team in Training
• National Kidney Foundation, Volunteer