Annex Wealth Management: Promotes John Bodden to Senior Financial Advisor

For Immediate Release

Contact: Mark Beck
Annex Wealth Management
Phone: 262.786.6363
E-mail: mbeck@annexadvisors.com

BROOKFIELD, WI. It is with great pleasure that Annex Wealth Management announces the promotion of John Bodden to the position of Senior Financial Advisor. John has over 20 years of experience in the financial services industry and has been registered with Annex Wealth Management as an investment advisor representative since January 2005. In that time, John has built his advisory practice to exceed $45 million of assets under management.

Bodden develops strong client relationships and has fostered a practice that reflects the high ethical standards of the firm. In addition to his work with clients, Bodden has introduced and mentored other Annex advisors and has been an asset to Annex’s management in creating the firm’s current programs and services.

“The contributions of individuals like John Bodden is what has made Annex successful”, said Dave Spano, President of Annex Wealth Management.

Annex Wealth Management, LLC is a premier, independent financial service organization headquartered in Brookfield, WI. Annex brings together high-quality, client-focused professionals from the investment advisory, retirement planning and estate planning fields to form a client service team prepared to meet the financial needs of a diverse client base.

Securities offered through H. Beck, Inc., member FINRA/SIPC. Annex Wealth Management, LLC and H. Beck, Inc. are unaffiliated.

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