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Suzy Lopez, CFP®
Wealth Manager
Suzy Lopez is a Wealth Manager at Annex Wealth Management.
As a Wealth Manager, Suzy 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 Annex, Suzy graduated from UW-Milwaukee with a Marketing and Finance Major and then worked at Northwestern Mutual for 6 ½ years in an agency.
Suzy is a CERTIFIED FINANCIAL PLANNER ™ professional and has her Chartered Leadership Fellow (CLF) designation from the American Colleges of Financial Services.
Suzy lives in Wauwatosa with her family. They enjoy boating, trying new places to eat and drink, and going to the dog park!
Unleash the Power of What's Next
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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