Anne McCarver

Anne McCarver, CFP®, is Senior Vice President – Investments at Benjamin F. Edwards in Middletown, RI, where she specializes in comprehensive wealth management and personalized investment strategies for high-net-worth individuals, families, and business owners. Her work includes developing tailored approaches to asset allocation, portfolio construction, retirement and education planning, estate strategies, and insurance solutions, with a particular focus on balancing client goals and risk tolerance across equities, fixed income, and diversified portfolios.

With a distinguished career spanning over four decades, Anne previously served as Vice President–Investments and Branch Manager at Smith Barney from 1993 to 2003, and as Associate Vice President–Investments at Prudential Securities from 1982 to 1993. She is recognized for her client-first approach and for building long-lasting relationships grounded in trust and integrity, helping her clients navigate complex financial opportunities and market cycles.

Anne holds a degree in Finance and Investments from the University of Oklahoma – Price College of Business, and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) via the College for Financial Planning. Her expertise in holistic financial planning and her steadfast commitment to fiduciary standards underscore her reputation as a leader in the investment industry within the Newport, RI community.