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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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Had a fantastic time at the Together SC Development Peer Network Symposium! We’re grateful for the opportunity to partner with and support the incredible nonprofits serving our community every day.
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If you’re looking for simple ways to help reduce your taxable income, you may have more options than you realize. These 7 strategies can help you become more tax efficient over time. ➡️ https://bit.ly/3KB47mJ
The cost of cash: Where to invest when interest rates shift
The cost of cash: Where to invest when interest rates shiftWhether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates. Explore your options below and let’s connect to keep your goals on track as interest rates change.
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.
Women, Wealth, and Wisdom: Columbia image
Women, Wealth, and Wisdom: ColumbiaOct 6, 2026, 10:00 PM UTC - Oct 6, 2026, 11:30 PM UTC
Girl Scouts Leadership Center Literacy Library Training Room | 107 Williams St, Columbia, SC 29201
Join us for a women-led workshop created for women who want to make informed decisions about their retirement savings. We’ll explore how the five phases of an IRA can connect to the stages of retirement—and how thoughtful planning can help you make the most of your savings. We’ll discuss how time affects tax-deferred retirement accounts, ways to approach retirement income, and strategies that may help reduce the taxes you and your heirs could pay. Come learn and consider how your financial choices can support the life you want to live—and the legacy you hope to leave. No products will be sold. For additional important disclosures, see, Thrivent.com/social
Medicare 101: What You Need to Know Afternoon Session image
Medicare 101: What You Need to Know Afternoon SessionOct 7, 2026, 4:00 PM UTC - Oct 7, 2026, 4:45 PM UTC
Zoom
Join us for Medicare 101, an easy-to-understand overview of Medicare enrollment, coverage, costs, prescription drug plans, and the differences between Medicare Advantage and Medicare Supplement options. Learn from Brandon Matthews; A Licensed Medicare Agent/Broker with Murdock Insurance Group. Bring your questions for a live Q&A.
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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