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 516

Axiom | Vol 516

What Worries Investors May Not Worry Markets | The Early Retirement Checklist | Listen To Us On The Radio!

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Axiom | Vol 516

Axiom | Vol 516

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Axiom | Vol 515

Axiom | Vol 515

Tough Decisions Ahead For The New Fed Chair | Next-Level Travel: Security, Planning & Dream Building | Jet OUT WAUKESHA | A New Chair At An Awkward Time | Read Monthly Macro & Market Musings | THURSDAY | How Women Can Prepare Financially for the Unexpected | WOMEN & WEALTH | Luxury Isn’t a Price Tag: Redefining the ‘Biggest Day’ with Wedding Pros | Listen To Wealthyist | 8 Tips For Smarter Charitable Giving | WEBINAR | The Early Retirement Checklist

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Axiom | Vol 515

Axiom | Vol 515

Tough Decisions Ahead For The New Fed Chair | Next-Level Travel: Security, Planning & Dream Building | Jet OUT WAUKESHA | A New Chair At An Awkward Time | Read Monthly Macro & Market Musings | THURSDAY | How Women Can Prepare Financially for the Unexpected | WOMEN & WEALTH | Luxury Isn’t a Price Tag: Redefining the ‘Biggest Day’ with Wedding Pros | Listen To Wealthyist | 8 Tips For Smarter Charitable Giving | WEBINAR | The Early Retirement Checklist

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Axiom | Vol 515

Axiom | Vol 515

Tough Decisions Ahead For The New Fed Chair | Luxury Isn’t a Price Tag: Redefining the ‘Biggest Day’ with Wedding Pros | Listen To Wealthyist | THURSDAY | How Women Can Prepare Financially for the Unexpected | WOMEN & WEALTH | Things To Prepare For Before Retirement | A New Chair At An Awkward Time | Read Monthly Macro & Market Musings | Next-Level Travel: Security, Planning & Dream Building | Jet OUT WAUKESHA | The Early Retirement Checklist

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