Directors and Managers

The Directors and Managers team at Annex Wealth Management is tasked with overseeing and guiding various critical functions of the company. From wealth strategy, private client services, IT, and equity research to client learning, tax planning, content management, operations, and accounting, they ensure that each department aligns with Annex's commitment to integrity, customer service, and comprehensive financial solutions. This team works collaboratively to design and implement strategies, manage client relationships, develop innovative solutions, and provide educational resources that assist clients in making informed financial decisions.