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Jeff Stanich, Jr. CFP®
Branch Director, Libertyville Office
Jeff Stanich is Branch Director at Annex Wealth Management’s Libertyville Branch Office.
As a Branch Director, Jeff is responsible for the growth and stability of the Libertyville Branch. He oversees relationships forged at the branch and ensures every client is experiencing the Annex Wealth Management difference there.
Jeff spent over 27 years as an Options Trader in Chicago before transitioning to a career in Wealth Management.
Jeff completed the Certificate in Financial Planning at Northwestern University. Jeff is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Uniform Investment Advisor Law (Series 65) license with Annex Wealth Management.
Jeff lives in Pleasant Prairie with his wife Lana and has three adult children. Jeff enjoys traveling with Lana, exercising, fishing, golf and spending time with family and friends.
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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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