Wealth Advisor

Andy Eichel is a Wealth Manager at Annex Wealth Management.

As a Wealth Manager, Andy meets with prospective clients, working to secure the client relationship and then oversee the relationship for the long-term. Wealth Managers conduct initial portfolio reviews with clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Financial Planning team; and engage in business development to deliver results.

Prior to joining Annex Wealth Management, Andy served as an Investment Consultant at a regional bank, where he focused on tailoring investment strategies to individual needs. His tenure as a Retirement Specialist allowed him to deepen his understanding of retirement planning, with additional experience adding a broad perspective on fund management and client relations.

Educationally, Andy holds a Bachelor of Business Administration in Finance from the University of Wisconsin-Milwaukee, which laid the foundation for his career in financial services. Committed to continuous professional development, he has successfully completed the Series 7, Series 6, Series 66, and Series 63 certifications, equipping himself with a comprehensive understanding of securities and investment practices.

Outside the office, Andy is an avid golfer and skier, always looking for new challenges and adventures. Traveling and exploring new places is a passion, and he cherishes spending quality time with my friends and family.