Broker Check
Anita Urda

Anita has been with the firm since July of 2005. Anita previously worked for IBM, where she gained much of her leadership and management experience. 

Today Anita enjoys using her experience to help clients with the in-force service of Insurance, Annuity and Investment accounts. She also coordinates and oversees incoming asset transfers. She organizes and prepares for client review meetings. In addition, she oversees our retirement plan services for small businesses. 

Her positive nature and personality add to the client experience. She enjoys interacting with firm clients and helping them with their investment and insurance administrative needs. Anita lives in Greene, NY, where she is active in her church and her community. She enjoys music, crafts, and flowers.