Annie DeMore
Based in Santa Barbara, Annie combines analytical rigor with hands-on planning support, preparing financial plans, reviewing client data, and assisting with reporting.
Ways to Connect
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.
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.
Connect with us
Here’s how the first steps work:
- 1 Request an introductory conversation
- 2 We learn about your goals and priorities
- 3 We determine if Mission Wealth is the right fit to help you move forward
Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor