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Anna Jones

Advisor Image
Anna Jones
Financial Advisor
.
CDFA®
Part of the Canopy Financial Group practice
Divorce Planning
Higher Education Planning
Women's Markets
Tax Efficient Planning
Young Families
Retirement Planning
About Me
About Me

I grew up surrounded by the beauty of the Blue Ridge Mountains in Oconee, South Carolina—but my early life was far from easy. My mother passed away when I was a baby, and my father raised me and my three brothers on a minimum wage income as a single parent. Those childhood experiences taught me resilience, resourcefulness, and the value of compassion—lessons that have guided every step of my life and career.

Helping Others Thrive
Helping Others Thrive

I began my professional journey as a social worker, spending 11 years with the Department of Social Services. Most of that time was devoted to working with children in foster care and their families, before eventually serving as Deputy Director of the Richland County office. In those roles, I saw how financial stress impacts every aspect of life—not only for the people we served, but for staff as well. This solidified my belief that financial well-being is the foundation of a thriving life. When our basic needs are met, we have the freedom to dream bigger and reach higher.


My path to financial advising began during a turning point in my own life. After separating from my ex-husband, I started financial coaching as a side business to support myself as I transitioned to a single income. What began as a necessity quickly became a calling. I discovered the joy of helping people gain confidence, clarity, and control over their money—and watched their lives transform as a result.


In 2025, I joined Thrivent as a Financial Advisor, where I’m able to blend my heart for service with the tools of holistic financial planning. Today, I help clients move beyond simply surviving to truly thriving—creating lives they love and achieving the goals that matter most to them.

Personal Life
Personal Life

Outside of work, you’ll often find me soaking up the beauty of nature—camping under the stars, hiking scenic trails, or chasing the sound of waterfalls with my senior puppy, Boo Bear, happily by my side.

When the weather keeps me indoors, I enjoy the simple pleasures of a good board game, card game, or puzzle. I’m also an avid reader and a lifelong learner, always seeking out new ideas, perspectives, and skills that help me grow both personally and professionally.

Family, friends, and community mean the world to me. I believe the most important investment we can make is in our relationships, because they are the true measure of a rich and meaningful life.

Community Impact
Community Impact

I am passionate about giving back and using the gifts God has entrusted to me to serve others. Whether it’s traveling on a mission trip with my church, volunteering my time on a Saturday, or leading financial literacy classes for individuals experiencing homelessness, I’m always seeking ways to make a positive difference. Service isn’t just something I do—it’s part of who I am, and it’s a privilege to walk alongside others in their journey toward hope and stability.

Education & Qualifications
  • Bachelor’s Degree in Psychology, University of South Carolina
  • Master’s in Social Work, University of South Carolina
  • FINRA Series 7 – General Securities Representative
  • FINRA Series 66 – Uniform Combined State Law Examination
  • Life, Accident, and Health Insurance License
  • Certified Divorce Financial Analyst®
  • Licensed in SC, NC, GA
My qualifications
  • Masters of Social Work, University of South Carolina
  • Bachelors of Experimental Psychology, University of South Carolina
  • Certified Divorce Financial Analyst®
  • Series 7 - General Securities Representative
  • Series 66 - Investment Adviser Representative
  • Securities Industry Essentials
My state licenses
  • Florida
  • Georgia
  • North Carolina
  • South Carolina
  • Virginia

Insights

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Canopy Financial Group advisor Leander McGuigan will lead an educational webinar on Social Security. Join us for a workshop covering key Social Security benefit timing strategies and ways to make informed decisions about this important source of retirement income. Bring your questions and leave with greater confidence about your options. Oct 21, 2026 - Register in advance for this webinar. • 12:00 PM Eastern Time (US and Canada) • 04:30 PM Eastern Time (US and Canada) Registration Link: https://us02web.zoom.us/webinar/register/WN_75l3BZt_QCG1c1y5vxjrCA No products will be sold. Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
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💙 So grateful to join fellow Thrivent members and more than 60 volunteers for a day of service in Lancaster! Together, we removed 1,296 pounds of trash and debris, including 32 tires. I love seeing what can happen when people come together to care for the community we call home. 💙 #ThriventActionTeam #LiveGenerously #CommunityImpact
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Last night, I had the opportunity to attend an event supporting Doors to Freedom, an organization providing a safe place, restoration, and hope for survivors of sex trafficking. I’m always grateful for opportunities to learn more about the organizations doing meaningful work in our community—and to spend an evening alongside people who care deeply about serving others. One of the things I value most about this work is that financial well-being is about more than numbers. It’s also about using our time, talents, and resources in ways that reflect what matters most to us. Thank you to Doors to Freedom for the work you’re doing to help create new beginnings and brighter futures. ❤️ #LiveGenerously #Thrivent #DoorsToFreedom #CommunityImpact #Generosity
Join us at an upcoming eventWe’d love to have the opportunity to meet you. We host financial workshops, volunteer opportunities and Thrivent market updates.
The 4 Truths of Extended Care Afternoon Session image
The 4 Truths of Extended Care Afternoon SessionNov 4, 2026, 5:00 PM UTC - Nov 4, 2026, 5:45 PM UTC
Zoom
Join us for an educational webinar on long-term care planning. We'll explore what long-term care is, where care can be provided, the potential costs involved, and important considerations for creating a plan that reflects your goals and priorities. Take the first step toward developing a thoughtful strategy for one of retirement's most important considerations. No products will be sold. For additional important disclosures, see, Thrivent.com/social For zoom registration link call 8037684696 or email canopyfinancialgroup@thrivent.com 
The 4 Truths of Extended Care Evening Session image
The 4 Truths of Extended Care Evening SessionNov 4, 2026, 9:30 PM UTC - Nov 4, 2026, 10:15 PM UTC
Zoom
Join us for an educational webinar on long-term care planning. We'll explore what long-term care is, where care can be provided, the potential costs involved, and important considerations for creating a plan that reflects your goals and priorities. Take the first step toward developing a thoughtful strategy for one of retirement's most important considerations. No products will be sold. For additional important disclosures, see, Thrivent.com/social For zoom registration link call 8037684696 or email canopyfinancialgroup@thrivent.com 
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Office locations
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations