New Office
Wisconsin-Based Annex Wealth Management Opens New Office
Elm Grove, WI-headquartered Annex Wealth Management, the independent investment advisory firm, has opened a second office in Mequon to serve clients in Milwaukee’s North Shore and beyond.
Elm Grove, WI-headquartered Annex Wealth
Management,
the independent investment advisory firm, has opened a second
office in Mequon to serve clients in Milwaukee’s
North Shore and beyond.
“Many of our clients and
potential clients expressed the desire for a convenient office
location in the North Shore,”
the firm said.
The Mequon office will be headed by Jeff
Schouten, branch director. Schouten has over 35 years of business
experience,
most notably with MillerCoors in Milwaukee and Chicago, IL.
In addition to the North Shore
area, Annex also serve clients in Green Bay, Sheboygan and
Fox
Valley.
In September, Annex appointed Melissa Case
as chief financial officer.
