Annex Wealth Management
Melanie Funk is a Client Operations Specialist at Annex Wealth Management, a position held since May 2022. Prior to this role, Melanie accrued significant experience at BMO Global Asset Management U.S. from November 2007 to May 2022, serving as an Investment Coordinator and Booking Specialist focused on Security Movement and Control. Earlier career experience includes positions as a Library Clerk and Student Library Assistant at Milwaukee Public Library from February 2000 to October 2007. Melanie holds a degree from Marquette University, having graduated in May 2005.
Annex Wealth Management
Annex is a fast-growing registered investment advisor founded with the goal of serving the complete financial needs of family, individual and business clients. We’ve earned a reputation for excellence in our industry by providing comprehensive and objective services. We strive to understand the nature and special circumstances of each of our clients, focusing on their personal financial situation, and providing ongoing management and solutions. We believe that integrity, customer service and hard work are the foundations for everything else we do. We are committed to working with our clients as a fiduciary providing independent and unbiased advice. In doing so, we strive to provide objective, creative and focused planning. We educate and explain in order to help our clients understand their financial situation and assist in the decision-making process.