← Meet the Team
Jeff Daye, CFP®, CRPS®, RPA
Senior Wealth Manager
Jeff Daye is Branch Director at Annex Wealth Management’s Appleton Office.
As Branch Director, Jeff is responsible for the growth and stability of the Appleton branch. He oversees relationships forged at the branch and ensures every client is experiencing the Annex Wealth Management difference there.
Prior to Annex, Jeff worked as a Senior Wealth Advisor for a national RIA, Associate Regional Director and Relationship Manager serving clients in multiple states for a global asset management firm.
After graduating from the University of Wisconsin Whitewater, with a degree in Marketing, Jeff passed the General Securities Representative (Series 7). He also passed the Uniform Securities Agent State Law Examination (Series 63), Uniform Investment Adviser Law Examination (Series 65), is Wisconsin Life Insurance Licensed, is a CERTIFIED FINANCIAL PLANNER™ (CFP®) is a Chartered Retirement Plan Specialist™ (CRPS®) and holds the Retirement Plan Associate (RPA) Designation from the International Foundation of Employee Benefit Plans.
Jeff lives in Appleton, WI with his wife Erika and two children. In his free time, he enjoys board games, many outdoor activities and serving in his local church.
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After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.
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