Anna Hays

Director of Estate Planning

With more than 25 years of experience, Anna is a senior member of the Advanced Planning Strategies Estate Planning Team. With expertise in estate and trust planning, she helps advisors and their clients with integrated estate planning strategies that align with their financial goals.

Anna joined Edelman Financial Engines in 2024. She is licensed by the Pennsylvania Bar Association and is a CERTIFIED FINANCIAL PLANNER® professional. Prior to joining EFE, she held senior roles at The Cape Cod Five Cents Savings Bank, Commonwealth Financial Network and Wilmington Trust. In addition to her private sector work, Anna also has deep experience in the public sector, having served as an assistant counsel for the state agencies that administer Medicare and Medicaid.

In private practice, Anna developed estate plans for legacy and charitable planning goals. As a financial planner, she assisted clients with a range of strategic needs, including estate planning, charitable planning and retirement planning. She finds helping clients pursue their financial goals to be truly meaningful work.

Anna earned a Bachelor of Science degree in business administration with a concentration in finance and a Juris Doctor, both from Duquesne University. She also earned a Master of Laws degree from the National University of Ireland, Galway.