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Annie Colvin, MBA, CFP®

Wealth Manager
Annie Colvin serves as a Private Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning. Annie has spent her entire career in financial services. Prior to joining Creative Planning, Annie spent 16 years working with wealthy families and foundations at one the nation’s largest banks. Annie earned a Bachelor of Science degree in Business Administration from Louisiana State University. She also earned a Master of Business Administration degree from the University of Southern Mississippi. Annie is also a CERTIFIED FINANCIAL PLANNERTM professional as designated by the Certified Financial Planner Board of Standards. To pay it forward in her home state, Annie is a Rock the Street, Wall Street volunteer, supporting financial literacy and future career paths in finance for high school girls. She has also served on the boards of the Second Harvest Food Bank and the Greater New Orleans Financial Planning Association. Annie, her husband, Joseph, and their young son, Jackson, reside in Covington and are members of Church of The King. She is a crafty Room Mom, PTA member, lifelong learner and voracious reader. Her favorite evenings are spent cooking, pairing wine, and enjoying the company of family and friends in her home.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide


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Providing financial peace of mind across the globe




Combined assets under management & advisement as of December 31, 2022