Anna Lima Montgomery

Board Member

President CPIA

Montgomery & Associates Insurance and Financial Services

Anna Lima was born in New Bedford, Massachusetts which is known for being a large Portuguese community. She moved to Portugal, S. Miguel Island, one of nine Azorean Islands, with her family when she was two years old. Anna went to college at the Fine Arts School of the university of Lisbon and University of Porto in Graphic design.  She lived there until 2006 when she decided to move to Nashville and use her American citizenship.


She has been very involved in the community and joined that Tennessee Latin Chamber of Commerce in 2009.


Got married in 2012, at the beautiful S. Miguel Island, to her best friend and partner in life and career, after 6 years of dating.  She loves learning about different cultures and is fluent in Portuguese, English and Spanish. Loves to travel, cook and anything that involves being outdoors.


Anna also has some knowledge of the Mortgage business, where she worked for the first three years in Nashville and other related positions in sales and management.  She currently lives in Franklin and has been an insurance agent since 2009. She joined her husband Will Montgomery at Montgomery & Associates Insurance and Financial Group when he opened his agency in 2009 and together they are building and growing their company and helping the community. They are focused on educating their clients understand the complexities of the insurance and planning process which helps to manage risk. Their agency offers internships and training to their future employees. Anna is also an active Advisory Board Member for MetLife Insurance since 2011, serves at the Professional Insurance Agents of TN as a director and carries her CPIA professional insurance designation.


 Anna believes that ‘’to be successful, you have to have your heart in your business, and your business in your heart’’


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