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David Fono
David Fono is a Project & Data Analytics Specialist at Annex Wealth Management.
As Project & Data Analytics Specialist, Dave curates and interprets Annex Wealth Management business and client data in order to improve key workflows and spot opportunities to try innovative new methodologies and improve analytical procedures.
David has over 27 years of experience in the financial services industry. Previously, David was a Regulatory Review Manager with U. S. Bancorp Fund Services and prior to U. S. Bancorp Fund Services, he was a Trust Officer and Fee Team Manager at BMO Harris/M&I Wealth Management.
David received his undergraduate degree in Business Administration from the University of Wisconsin, Milwaukee, and his MBA in Business Management from Cardinal Stritch University. He holds a Uniform Investment Advisor Law (Series 65) license with Annex Wealth Management.
David lives in Bay View with his wife, Linda and their two dogs.
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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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