Anne Coe

Anne, FPQP®, serves as a Paraplanner, working closely with our Advisors to deliver comprehensive financial planning services. Her Financial Paraplanner Qualified Professional™ designation demonstrates her commitment to mastering the fundamentals of financial planning, including key concepts in retirement, investments, insurance, and estate planning. She assists clients with a range of needs, including retirement transition, education, and estate planning. Prior to joining Global View in 2024, Anne built a diverse professional background, beginning with a BS in Biological Sciences from Clemson University in 2020, followed by roles in fiber optic manufacturing and mortgage lending in Greenville.

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.