Annex Wealth Management welcomed local and state officials, along with valued clients, as the Waukesha Chamber of Commerce held a ribbon cutting ceremony for Annex Wealth Management’s Lake Country Branch Office. Guests toured the stunning facility, enjoyed food and watched as Annex Wealth Management’s President and CEO Dave Spano, surrounded by officers and members of the Annex team, cut the event’s ceremonial ribbon.
The Lake Country Office opened in July. John Bodden, the Lake Country Branch Director, has been with Annex Wealth Management for 13 years, and will oversee Annex Wealth Management’s goals of offering the highest level of benefits to clients.
“Working closely with our corporate headquarters, each client will know that they have the experience and expertise of our vast professional team of investment advisors, financial planning specialists, estate planning department and management team. We’re very excited to assist residents in the Lake Country with their financial service needs,” said Bodden.
Ginger Kollmansberger from U.S. Senator Ron Johnson’s office presents Annex Wealth Management’s President & CEO Dave Spano with an award. Suzanne Kelley, President of the Waukesha County Business Alliance and Waukesha County Supervisor Peter Wolf – speaking on behalf of Waukesha County Executive Paul Farrow – also spoke at the ceremony.
Advisory Services offered through Annex Wealth Management®, LLC. Securities offered through H. Beck, Inc Member FINRA & SIPC. Annex Wealth Management®, LLC and H. Beck, Inc are separate and unrelated companies. This site has been published for residents of: AZ, CA, FL, IL, MN, NC, SC, TN, TX & WI ONLY. By entering you certify you are a resident of one of those states. All information herein has been prepared solely for information purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security.
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