Ann C. Bean

Ann Bean, CFP, serves as a Board Member for Houston Ballet since May 2019 and has been the President of Coffey Private Wealth Management since December 2011, specializing in asset management and financial planning. Previous roles include Senior Investment Strategist and Senior Financial Advisor at BBVA Compass Wealth Management from September 2006 to December 2011, and Senior Financial Consultant and Private Client Manager at Wells Fargo from 1995 to 2006. Ann's career began as a Financial Consultant at Independent Financial Group LLC from February 1993 to October 1995 and as a District Agent/Financial Consultant at Prudential Financial from 1992 to 1993. Ann holds a BA with a double major in History and Classics from Newcomb College, Tulane University, and obtained the CFP designation from the College of Financial Planning in 2001.