Winkler adds to a team of experienced professionals
BROOKFIELD, WI. Annex Wealth Management has continued to invest in high-quality personnel to meet the investment and financial planning needs of its growing client base. The firm is pleased to announce the addition of Randy Winkler, Financial Advisor. The addition of Winkler adds to Annex’s experienced team of professionals.
Winkler earned a degree in Mathematics from the University of Milwaukee and brings more than 10 years of financial planning experience to Annex.
“Randy adds to our capacity to meet the ongoing financial planning needs of our clients.” said David Spano, President of Annex Wealth Management. “With the continued growth of our client base, it is important that our team continues to expand as well.”
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.
