Annie DeMore Headshot

Annie DeMore

In by Mission Wealth

Annie DeMore, Wealth Management Intern

Annie DeMore

Wealth Advisor Associate

Santa Barbara

(805) 880-0708

CONTACT ANNIE

"I am passionate about my role at Mission Wealth, as it enables me to apply my data science background from UCSB to real-world financial strategies. Working closely with my advisory team, I gain valuable insights into wealth management and am constantly learning from their expertise. This hands-on experience drives my growth and deepens my commitment to one day help clients achieve their financial goals."

As a Wealth Advisor Associate at Mission Wealth, Annie DeMore collaborates closely with her team to provide comprehensive financial planning services to clients in the Santa Barbara area. Her responsibilities include conducting thorough analyses of client data, crafting personalized financial plans, and supporting wealth management reviews and year-end reporting. By leveraging her expertise and understanding of the financial landscape, Annie plays a critical role in helping Mission Wealth's clients achieve their financial goals.

"I am passionate about my role at Mission Wealth, as it enables me to apply my data science background from UCSB to real-world financial strategies. Working closely with my advisory team, I gain valuable insights into wealth management and am constantly learning from their expertise. This hands-on experience drives my growth and deepens my commitment to one day help clients achieve their financial goals."

As a Wealth Advisor Associate at Mission Wealth, Annie DeMore collaborates closely with her team to provide comprehensive financial planning services to clients in the Santa Barbara area. Her responsibilities include conducting thorough analyses of client data, crafting personalized financial plans, and supporting wealth management reviews and year-end reporting. By leveraging her expertise and understanding of the financial landscape, Annie plays a critical role in helping Mission Wealth's clients achieve their financial goals.

Learn About Annie DeMore

Professional Background

Annie is a senior at the University of California, Santa Barbara, majoring in Statistics and Data Science. Born and raised in Orange County, CA, she moved to Santa Barbara to pursue her college education.

At UCSB, Annie participated in the Strategic Investment Program, further strengthening her understanding of investment analysis and wealth management. Annie began her internship at Mission Wealth during her junior year and will continue with the team through graduation. These experiences have allowed her to build a solid foundation, blending data-driven insights with financial expertise.

Personal Pursuits

Annie has a background in classical ballet and remains passionate about dance, running, and spending time on the water. She also enjoys playing guitar and values quality time with friends and family. Having lived abroad in Belgium during childhood, Annie developed a deep love for travel, inspiring her to explore new cultures and destinations.

Community Impact

Annie regularly volunteers for various philanthropic events to support women’s heart health. She recently helped plan and organize a 5K on the UCSB campus, where all funds raised were donated to initiatives promoting women’s cardiovascular wellness. Through her volunteer work, Annie is committed to making a positive impact in her community and raising awareness for causes that are meaningful to her.

As a member of the Women on a Mission group, she is part of an array of female team members that offer the advice and guidance women need in this new age. Our goal is to support a future full of strong, independent women, based on education, positivity, and empowerment.

In the News

Giving with Purpose Strategies to Maximize Your Family's Impact at Year-End and Beyond from Our Recent Webinar

How to Maximize Your Year-End Charitable Impact, With Full Webinar Replay Available

Discover year-end gifting and charitable strategies from our recent webinar. Learn how purposeful giving, family tools, and tax-smart planning can maximize your impact.
What Is the Emerging Role of Artificial Intelligence in Shaping Financial Advice and Portfolio Management

What Is the Emerging Role of Artificial Intelligence (AI) in Shaping Financial Advice and Portfolio Management?

Explore how artificial intelligence is enhancing financial advice and portfolio management by combining data-driven insights with human expertise.
What Are the Benefits of Partnering with a Specialized Wealth Management Firm Amid Growing Competition from Large Banks

What Are the Benefits of Partnering with a Specialized Wealth Management Firm Amid Growing Competition from Large Banks?

Partnering with a specialized wealth-management firm offers the best of both worlds—national-scale expertise and boutique-level care. In this article, Mission Wealth Partner Jared Sweeney shares how fiduciary independence, integrated planning, and personal relationships set today’s investors up for long-term success.

About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
CONTACT US