
Anna Kate Sundvoldemail
Bluecrest Financial Alliances
Dallas, TX 75254
Professional Story
Anna Kate Sundvold graduated Summa Cum Laude from Texas Christian University in 2023. During her time at TCU, she was a dedicated member of the Showgirls Dance Team. She began her career in financial services in 2023 with Bluecrest Financial Alliances, where she developed experience by supporting advisors with their comprehensive financial planning strategies, including cash flow and liability management, investment planning, tax planning, and risk management.
In 2026, Anna Kate joined SmithConway, where she works with individuals and families to help develop personalized financial strategies, build strong financial foundations, and implement disciplined, long-term solutions.
She is securities registered with FINRA-Series 7, Series 6, Series 63, and Series 65 registrations, and earned the Financial Services Certified Professional (FSCP) designation.
Anna Kate is committed to ongoing education and providing thoughtful, client-focused guidance. Outside of her professional work, she enjoys spending time outdoors, dancing, and staying connected with friends and family in Missouri.
Education
Texas Christian University
Hobbies
Dancing, Being Outdoors, Friends and Family
Languages: English
Credentials: FSCP®
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