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Elliot Jones

Supervisor of Office Administration

Elliot Jones is the Supervisor of Office Administration at Annex Wealth Management.

As an Office Administrator, Elliot answers calls from current and potential clients, coordinates meetings, maintains client files, and handles many administrative duties.

Before Annex Wealth Management, Elliot worked for six years with the Milwaukee Public School District as an Elementary Teacher. He earned his Bachelor of Science in Early Childhood Education at the University of Wisconsin – Milwaukee.

Elliot lives in Waukesha with his wife and has two long-haired dachshunds. During his free time, he enjoys spending quality time with friends and family, going to dog parks, exploring the Greater Milwaukee Area, cheering on the Bucks, Brewers and Packers.

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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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