Wealth Manager

Sam Harmeyer is a Wealth Manager at Annex Wealth Management

As a Wealth Manager, Sam works with prospective clients to establish strong, long-term relationships built on trust and transparency. He conducts comprehensive portfolio reviews to assess and validate investment objectives, presents tailored recommendations developed by Annex Wealth Management’s Financial Planning team, and actively contributes to business development efforts to support the firm’s continued growth.

Sam brings nearly a decade of experience in the financial industry. His previous roles include financial risk management and investor servicing, most recently working in retirement planning where he specialized in creating customized strategies for individuals and families to prepare them for retirement and ensure financial longevity thereafter.

A proud graduate of Carroll University, Sam earned his bachelor’s degree in finance with a minor in Mathematics. While at Carroll, he was a member of the Pioneers baseball team and served as a two-year team captain.

Sam is a CERTIFIED FINANCIAL PLANNER™ professional and holds the CRPS® and CRPC® designations. He has also passed the SIE, Series 6, and Series 63 examinations and holds Wisconsin Life and Health Insurance Licenses.

Sam currently resides in downtown Milwaukee. In his free time, Sam enjoys playing golf and spending time in the city with friends and family. He’s also a passionate fan of the Milwaukee Brewers and Green Bay Packers.