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Annex Wealth Management’s President & CEO Dave Spano, CFP® Again Named To Milwaukee-Area Power Brokers

Annex Wealth Management’s President & CEO Dave Spano, CFP® Again Named To Milwaukee-Area Power Brokers

Annex Wealth Management’s President and CEO Dave Spano has again been named to the Milwaukee Business Journal’s “Milwaukee Power Brokers.” This is the second consecutive year Spano has been named to the list.

“Power Brokers” often impact their community and serve as leaders on both the public and private level. Dave has served as Chairman of the Board of the Financial Planning Association of Southern Wisconsin, the President of the Italian Community Center, Festa Italiana, and The United Ethnic Festivals. Dave also served on the boards of Summerfest, The Historic Third Ward, Lakeshore State Park and Miller Park Stadium Board, as well as the finance committees of Divine Savior Holy Angels High School and St. Mary’s Visitation.

A fixture on Milwaukee radio for years, Dave hosts several radio shows which air around the state and in Florida. On-air, he weaves insights as a CERTIFIED FINANCIAL PLANNER™ with more than 30 years of experience in wealth management.

Currently, Dave is the chairman of the Annex Charitable Foundation, which has donated hundreds of thousands of dollars to deserving charities in the community.

Annex Wealth Management is a frequent sponsor of community events and Spano is a generous contributor to many southeastern Wisconsin nonprofit groups.

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Axiom | Vol 503

Axiom | Vol 503

How The Tariff Ruling Might Affect Rates | Moving In Retirement | BROOKFIELD | March 3 | From Tee Times To Timeless Experiences: How Golf Became The Ultimate Wealth Play | What Is The Annex Difference? | 2026 Asset Almanac Now Available! | Passion Assets & Legacy: Preserving the Stories Behind Your Treasures | NAPLES | March 5 | Looking Ahead: Buckle Up | Read This Week’s Macro & Market Musings

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Axiom | Vol 503

Axiom | Vol 503

How The Tariff Ruling Might Affect Rates | Comprehensive Wealth Management Should Mean Your 401(k), Too. Contact your Wealth Manager for details. | Solo Aging | From Tee Times To Timeless Experiences: How Golf Became The Ultimate Wealth Play | Nearing retirement? Make sure you can see the full picture. | Tune Into Annex On The Radio!

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Axiom | Vol 503

Axiom | Vol 503

How The Tariff Ruling Might Affect Rates | Comprehensive Wealth Management Should Mean Your 401(k), Too. Contact your Wealth Manager for details. | Solo Aging | From Tee Times To Timeless Experiences: How Golf Became The Ultimate Wealth Play | Nearing retirement? Make sure you can see the full picture. | Tune Into Annex On The Radio!

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Axiom | Vol 502

Axiom | Vol 502

Welcome To The Mid-Term Election Economy | Tune Into Annex On The Radio! | Hindsight is Better Than 20/20 | Read This Week’s Macro & Market Musings | Giving From The Heart: Where Purpose Meets Tax Planning | Women & Wealth

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Axiom | Vol 502

Axiom | Vol 502

Welcome To The Mid-Term Election Economy | Comprehensive Wealth Management Should Mean Your 401(k), Too. Contact your Wealth Manager for details. | Tune Into Annex On The Radio! | Giving From The Heart: Where Purpose Meets Tax Planning | Women & Wealth | Annex University: Advanced Estate Planning | WEBINAR | February 18

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