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Anne Coe

Paraplanner

Anne's Story

As a Paraplanner, Anne works alongside our Advisors in managing client relationships and special financial planning needs, including retirement transition, education, and estate planning. Upon graduating from Clemson University in 2020 with a BS in Biological Sciences, she began a role at a fiber optic manufacturing facility which blended her background in science with operations. Discovering a love for finance, she then began an Operations Analyst role in the mortgage lending industry for over two years in downtown Greenville prior to joining Global View in 2024.

Throughout college, Anne worked as a pharmacy technician for Publix Pharmacy and developed a passion for assisting others. This continued through her volunteer efforts in numerous organizations across the upstate assisting victims of human trafficking.

Anne is from Simpsonville, South Carolina and likes to spend her time outdoors walking on the Swamp Rabbit or hiking trails of the Upstate. She spends a lot of her free time reading, listening to audiobooks, and browsing antique malls. Anne currently lives in the Greenville area with her son and cat, Atticus.

Other Team Members

CFP ® - Managing Partner – Retirement Transition Specialist
CFP ® - Partner – Chair of Investment Committee
CFP® - Financial Advisor
Client Service Manager
Paraplanner
Director of Practice Management
CFP® - Paraplanner