Anna Sims
Executive Assistant & Marketing Manager
Anna joined the Bridgetown Wealth Management team in 2020, bringing with her financial
industry experience and over a decade of customer service expertise. As Phil’s assistant, Anna
supports clients with setting up new accounts, transferring and distributing
assets, onboarding new clients, and managing special requests.
Anna also coordinates all company marketing, managing team and client event logistics,
implementing new ideas and improvements to the website, events and client correspondence.
Born and raised in Portland, Anna loves exploring the town’s dining scene, cheering on the
Blazers, spending time with friends and family, and chasing down the sunshine. She also finds
joy in supporting Portland’s organizations for children and mental health awareness.