Annie DeMore Headshot

Annie DeMore

In by Mission Wealth

Annie DeMore, Wealth Management Intern

Annie DeMore

Wealth Advisor Associate Intern

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."

Annie DeMore is a Wealth Advisor Associate Intern at Mission Wealth. In this role, she collaborates closely with her advisory team, gaining hands-on exposure to the wealth management industry and Mission Wealth’s unique client-centered approach.

This internship provides Annie with valuable insights and a deeper understanding of how Mission Wealth’s team operates to meet clients’ 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."

Annie DeMore is a Wealth Advisor Associate Intern at Mission Wealth. In this role, she collaborates closely with her advisory team, gaining hands-on exposure to the wealth management industry and Mission Wealth’s unique client-centered approach.

This internship provides Annie with valuable insights and a deeper understanding of how Mission Wealth’s team operates to meet clients’ 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

Market Update 121824

Mission Wealth Market Update 12/18/24

In the last FOMC meeting of the year, the Fed cut the fed funds rate by 0.25% and revised its expectations for future rate cuts in 2025.
Blog Article: United States Debt How High Can It Go Before It’s No Longer Sustainable

United States Debt: How High Can It Go Before It’s No Longer Sustainable

Founder Brad Stark provides an editorial piece on the US debt-to-GDP ratio and the future economic indicators we should look for.
Evaluating Homeowners’ Insurance Carriers and Coverage

Evaluating Homeowners’ Insurance Carriers and Coverage

If your insurance premiums have increased and your are considering changing providers, here are some steps you can follow before contacting potential insurers.

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