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
Mission Wealth Recognized on Financial Planning’s 2024 “Best RIAs to Work For” List
We are thrilled to announce that Mission Wealth has been recognized as one of the “Best RIAs to Work For” by Financial Planning in 2024.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.