Week In Review
One of the Fed’s favorite metrics, the PCE, shows inflation and personal income moving in the right direction. Will the Fed move on rates? And could window dressing affect volatility? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
In Case You Missed It
Annex Wealth Management Names Jeff Pierce as New President & COO
Annex Wealth Management is pleased to announce the appointment of Jeff Pierce as its new President and Chief Operating Officer.
Jeff brings over 20 years of experience in the financial services industry, with a proven track record of leadership and innovation. Prior to joining Annex Wealth Management, he served as CEO at The Mather Group, an Illinois-based private equity-backed RIA. Previously, Pierce held Chief and senior executive positions at several prominent financial institutions, including Creative Planning and Wipfli Financial Advisors, where he was instrumental in driving growth and enhancing client services.
As President at Annex Wealth Management, Mr. Pierce will be responsible for executing the firm’s day-to-day operations, executing on the strategic direction, enhancing the client experience and engagement, and providing vision across the growing Annex team. His deep expertise in data-driven RIA leadership will be pivotal as Annex continues to build on its commitment to delivering personalized financial solutions.
“We’re thrilled to welcome Jeff Pierce to Annex Wealth Management,” said Dave Spano, CEO of Annex Wealth Management.
“His extensive industry experience and visionary leadership align perfectly with our mission to provide unparalleled service and results to our clients. We’re confident that under Jeff’s guidance, Annex will reach new heights of success and client satisfaction.”
Spano, who founded Annex Wealth Management and served as President and CEO for over twenty years, will continue as CEO and will be heavily involved at Annex, focusing on executing the firm’s organic and inorganic growth plan.
Mr. Pierce expressed his enthusiasm about joining Annex Wealth Management, stating, “It’s a privilege to lead an organization like Annex Wealth Management, where client focus and excellence are at the core of everything we do. The innovative strategies and unwavering commitment to our clients sets Annex apart in the industry. I am eager to join forces with this exceptional team to keep pushing boundaries and delivering unparalleled service and value to our current and future clients.”
We appreciate your continued trust in Annex. As always, please reach out to your Wealth Manager or Client Service Manager if you have any questions or concerns.
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It’s The End Of The Quarter!
Make sure you’re statement delivery preferences are up to date! Online delivery with both your custodian and Annex reports allow for faster online servicing in addition to other benefits. Reach out to your Wealth Manager or Client Service Manager with any questions.
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Check Out These Upcoming Client Workshops:
WEBINAR | 7/10/2024 | Annex University: Social Security Basics
Navigating the labyrinth of Social Security information can be daunting. As your financial planning firm, we know this can be difficult. Because we know how complex Social Security can be, we are inviting you to a workshop on some general Social Security concepts.
REGISTER →
WEBINAR | 7/23/2024 | Annex University: Estate Planning Basics
Because we know how complex Estate Planning can be, we are inviting you to a workshop on some general Estate Planning concepts.
What we’ll cover:
- Discussion of the various documents that are key elements of every estate plan
- Reasons you should do estate planning
- Lifetime planning and asset distribution planning at death
- Should I avoid probate and if so, how
- How do beneficiary designations and asset titling impact an estate plan
- Who should I name as fiduciaries
- How to communicate with family about your estate plan.
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WEBINAR | 8/20/24 | Annex University: Advanced Estate Planning Concepts
- Estate Planning for Blended Families
- Leaving Assets in Trust for Beneficiaries
- Tax Efficient Estate Planning in light of The SECURE Act
- Power of Attorney Responsibilities
- Trustee (or Executor) Responsibilities after Death
- Administering Irrevocable Trusts – Trustee & Beneficiary Tips
REGISTER →
