Ann Carson

Administrative Assistant

Ann brings a wealth of industry experience to Prior Wealth Planning having decades of experience supporting financial advisors with their back-office needs.

Ann’s primary responsibility for Prior Wealth Planning is as Office Manager and securities business liaison supporting both Heath Prior and Ed Misle. She acts as the “Go-Between and/or Go To Person” when issues or questions arise. She also takes the lead with assisting clients with any policy service related issues.

Ann is a graduate of the University of North Carolina at Charlotte and avidly follows Charlotte’s sports teams. She also enjoys spending time with her daughter, son-in-law and two grandchildren in Tucson, AZ. She is a native North Carolinian and currently lives in Harrisburg, NC.

Phone 704-536-9900 x102
Fax 704-765-1812