Anna Sims

Anna joined the Bridgetown Wealth Management team in 2020, bringing with her a strong background in the financial industry and over a decade of customer service experience. As Phil’s Executive Assistant and the firm’s Marketing Manager, she plays a key role in supporting clients by opening new accounts, managing asset transfers and distributions, onboarding new relationships, and handling a variety of special requests.

In her role as Marketing Manager, Anna leads all marketing initiatives for the firm. She coordinates team and client events, manages website updates, and continually seeks out ways to enhance client communications and improve the overall client experience.

A Portland native, Anna enjoys exploring the city’s vibrant food scene, cheering on the Trail Blazers, spending time with friends and family—and is always on the lookout for sunshine.