Annex Wealth Management, a leading registered investment advisor (RIA) firm with more than $5.5 billion in assets under management, is pleased to announce the appointment of Jeff Pierce as its new President and Chief Operating Officer.

Jeff brings over 20 years of experience in the financial services industry, with a proven track record of leadership and innovation. Prior to joining Annex Wealth Management, he served as CEO at The Mather Group, an Illinois-based private equity-backed RIA. Previously, Pierce held Chief and senior executive positions at several prominent financial institutions, including Creative Planning and Wipfli Financial Advisors, where he was instrumental in driving growth and enhancing client services.

As President at Annex Wealth Management, Mr. Pierce will be responsible for executing the firm’s day-to-day operations, executing on the strategic direction, enhancing the client experience and engagement, and providing vision across the growing Annex team. His deep expertise in data-driven RIA leadership will be pivotal as Annex continues to build on its commitment to delivering personalized financial solutions.

“We’re thrilled to welcome Jeff Pierce to Annex Wealth Management,” said Dave Spano, CEO of Annex Wealth Management.

“His extensive industry experience and visionary leadership align perfectly with our mission to provide unparalleled service and results to our clients. We’re confident that under Jeff’s guidance, Annex will reach new heights of success and client satisfaction.”

Spano, who founded Annex Wealth Management and served as President and CEO for over twenty years, will continue as CEO and will be heavily involved at Annex, focusing on executing the firm’s organic and inorganic growth plan.

Mr. Pierce expressed his enthusiasm about joining Annex Wealth Management, stating, “It’s a privilege to lead an organization like Annex Wealth Management, where client focus and excellence are at the core of everything we do. The innovative strategies and unwavering commitment to our clients sets Annex apart in the industry. I am eager to join forces with this exceptional team to keep pushing boundaries and delivering unparalleled service and value to our current and future clients.”

Annex Wealth Management is an elite fee-only RIA offering a wide range of services for families, businesses, and non-profits, including financial planning, investment management, and retirement planning. The Annex commitment to fiduciary excellence ensures that client interests are always placed first at all times.

Take a look at what we have coming up this summer…