In-house investment expertise closely focused on you
Ana Hata is a Financial Advisor with Raymond James, in the firm’s Austin, TX branch office. Ana believes the cornerstone of a successful client/advisor relationship is the mutual trust and respect that develops over time, and she is deeply committed to helping her clients pursue their long-term financial goals. She provides a comprehensive approach to wealth planning, risk management, and estate planning to female professionals, business owners, and their families.
Ana employs the vast resources of Raymond James, one of the largest independent financial services firms in the nation, to bring the right guidance and tailored financial strategies designed to strive for her clients’ specific needs. She works diligently to meet her clients’ expectations with quality customer service and the intention of being their trusted wealth advisor for life.
Prior to beginning her career in financial services in 2019, she worked in biotechnology and cancer immunotherapy research. She received her undergraduate degree in Neuroscience from the University of California, Los Angeles.
Originally from Mission Viejo, CA, she is active in the community as a volunteer for organizations such as Dress for Success Austin and the Autism Society of Texas. She is a member of the Austin chapters of Ellevate Network and the National Association of Women Business Owners (NAWBO). She enjoys swimming, watching Formula 1 racing, and exploring the best parks in Austin with her family. Ana and her husband live in Cedar Park Texas with their son, Kenzo, and their dog, Daphni.
Raymond James is not affiliated with any organizations mentioned.
