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Melanie Funk

Client Operations Specialist at Annex Wealth Management

  • LinkedIn

Email Email: m****@annexwealth.com

phone noPhone Number: (***)-***-****

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ANNEX WEALTH MANAGEMENT

ANNEX WEALTH MANAGEMENT

  • description Description
    Annex is a fast-growing registered investment advisor founded with the goal of serving the complete financial needs of family, individual and business clients. Weve earned a reputation for ex...

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  • Employees count Employees 51-200
  • Revenue Revenue 10 Million to 25 Million
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Annex Wealth Management Org Chart and Mapping

Employees

Todd Voit

Chief Investment Strategist

Jacob Galante

Client Services Manager

Melissa Montguire

Lead Client Service Manager

Kenneth Symes

Branch Director and Wealth Manager

Martha Kuhn

401(k) Relationship Manager

Diane Tillman

Administrative Assistant

Matthew Morzy

Investment Team Manager

Frequently Asked Questions Regarding Melanie Funk

Answer: Melanie Funk works for Annex Wealth Management as Client Operations Specialist

Answer: Melanie Funk’s role in Annex Wealth Management is Client Operations Specialist

Answer: Melanie Funk's email address is m***@gmail.com

Answer: Melanie Funk's business email address is m****@annexwealth.com

Answer: Melanie Funk’s direct phone number is (***)-***-****

Answer: Melanie Funk works in the industry of: Investment Management

Answer: Melanie Funk works Annex Wealth Management located at W Bluemound Rd Ste 200, Brookfield, , 53122, Wisconsin, 12700, United States

Answer: Annex Wealth Management's Client Operations Specialist is Melanie Funk

Answer: Melanie Funk contact details:

  • Phone number  :  (***)-***-****
  • Email  :  m****@annexwealth.com

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