Private Wealth Advisor
Penny McCall has been the Owner of McCall Financial & Benefits Group LLC since 2014. Penny has recently joined Anchor Private Wealth, a Member of Advisory Services Network, LLC as an Independent Financial Advisor. She worked in the banking and financial industry for 25 years before embarking upon retirement planning. Her experience with business development and investments allows her to approach retirement planning for businesses and individuals from a unique perspective.
As a financial professional, Penny sees the impact of retirement planning—and lack thereof—every day. Through communication and understanding, Penny feels blessed to help customize tailor-made retirement plans that best fits the individual needs of her clients.
Penny’s firm, McCall Financial & Benefits Group LLC, is a certified Woman-Owned Small Business (WOSB), a distinction that gives her access to education opportunities exclusive to WOSB. McCall Financial & Benefits Group LLC maintains federal contractor status. Penny has earned the designation of Chartered Federal Employee Benefits Consultant, ChFEBC℠. Penny was awarded Million Dollar Producer of the Year in 2017 and Agent of the Year in 2018 and 2019.
Penny built her business on her values of trust, loyalty, knowledge, and family values. She believes the greatest need resides in empowering individuals to make informed decisions regarding their money and retirement plans. Her goal is to help people feel confident about their future.
Penny enjoys spending time with her husband, Andy, her children Kirstie and Destry, and her three grandchildren. Together, they enjoy traveling, swimming, playing games, and going on new adventures.