Annex Wealth Management
Gregory Vidmar, CFP®, currently serves as a Wealth Manager and previously held the position of Associate Wealth Manager at Annex Wealth Management since September 2021. Prior to this role, Gregory worked as a Registered Sales Assistant and Financial Paraplanner at Rose Bertram LLC from January 2017 to September 2021, where responsibilities included acting as a General Securities Representative (Series 7) and passing the Uniform Combined State Law Examination (Series 66). Gregory's experience also includes working as an Investment Adviser Representative at Charterpoint Wealth Strategies and a Financial Services Representative at MetLife Premier Client Group in early 2016. Earlier in 2015, Gregory gained experience as a Sales Intern at Inland: We Power Great Packaging. Academically, Gregory obtained a Bachelor of Science in Marketing from the University of Wisconsin-La Crosse between 2012 and 2015.