Anne Zavaglia, CFP®

Anne Zavaglia, CFP®

Why Beacon Hill?

Mrs. Zavaglia leads the Client Service Team, and is responsible for the servicing of all real estate backed notes. Anne assists with the implementation of financial planning, investment strategies, marketing, and compliance procedures.

Mrs. Zavaglia is a graduate of the Ohio State University with a bachelor of arts in Italian and Music. Anne received her Executive Certificate in Financial Planning from the Fisher College of Business in 2015. Prior to working in financial services, Anne ran her family’s music store, and was a mortgage loan officer.

Outside of the office, Anne plays the violin with the Greater Columbus Community Orchestra, Metropolitan Chamber Orchestra, New Albany Symphony Orchestra, and the Hilliard Bach Ensemble.

Anne lives in Columbus with her husband Mark and their daughters Elise and Sofia.

You can email Anne at Anne@BHadvisory.com