Anna E. Shea

President & CEO

Hi! I am Anna Shea. First and foremost I am the proud mother of Grace and stepmom to Kevin and Molly. Secondly, I love strategy, organization, creativity, design and ingenuity. I founded this company with the belief that we could help financial advisors grow their businesses and improve their communications without being required to spend their own precious time doing all the work.

As COO of a wealth management firm, I worked with third-party providers of all kinds and the one frustration I had was that they promised support and implementation and they never truly delivered. Suddenly, after months of demos and planning and review and onboarding, we had a new system to implement and no one to just do it for us. 

As my family grew and I decided to move back to my home state of Rhode Island, I began a new adventure. In March of 2014, I launched AES Virtual Consulting. It was our mission to provide hands-on marketing strategy, implementation, and management to financial advisors nationwide. We fulfilled that mission and began to grow.

The launch of Illuminated Advisors encompasses all that AES Virtual Consulting had to offer in a cleaner, crisper, more integrated way.

I am excited for our existing clients who will have improved services and features and for our new clients who will benefit from the marketing platform we have created and the level of service that we provide to each and every one of our advisors.

When I am not working with the Illuminated Team to provide outstanding service to our clients all over the country, I am usually making delicious food, walking in the woods, enjoying delectable dining experiences, doing yoga and spending time with the people I love.

Our Story

In early 2013, Anna Shea, President & Founder of Illuminated Advisors decided that there was a void that needed to be filled in the advisory industry. After working as the COO of a wealth management firm, she had seen how difficult it was for advisors to properly and consistently execute a marketing strategy that was effective and efficient. And so was born AES Virtual Consulting (now Illuminated Advisors). 

In the beginning,  AES offered marketing and content writing services to financial advisors. As the clientele grew and the need for hands-on digital marketing support was evident from the advisors she served, so evolved the company into what it is today. 

The Illuminated Evolution

As we have grown so too has our suite of services and commitment to providing a unique experience to every client with whom we engage. We believe that no two firms are alike. Each advisor we work with has a different approach to how they communicate with their clients and prospects as well as different goals for business development.

We not only continue to provide content and marketing strategies, we provide technology integrations, graphic design, email marketing, lead generation and so much more. 

We think that each unique marketing objective requires a unique approach. Every style should be spoken for and every financial advisor should be able to tell their story without a cookie cutter marketing strategy.

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