Matthew Morzy Mba

Matthew Morzy, MBA, CFP, is an accomplished financial professional with extensive experience in investment management and wealth advisory roles. Currently serving as the Director of Research at Annex Wealth Management since December 2016, Matthew has held various positions including Investment Team Manager and Investment Management Specialist. Prior experience includes working as an Investment Consultant at Scottrade and an Adjunct Professor at Carroll University. Matthew began their career at Scottrade, where tenure spanned from 2008 to 2012 as Branch Manager. Educational credentials include a Master of Business Administration from Northwestern University and a Bachelor's degree in Finance from Carroll University.