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Jacob Galante
Jacob Galante is a Client Service Manager at Annex Wealth Management.
As a Client Service Manager, Jacob assists with all service-related needs of Annex Wealth Management clients.
Jacob has years of experience working in client services specializing in investment management. He graduated from the University of Wisconsin Milwaukee receiving a Bachelor’s degree in Finance. Before Annex, he lived in Dallas, Texas and worked for Fisher Investments.
Outside of work, he enjoys spending time with his wife, Anna, & dog, Nelson. He loves traveling, being outdoors, playing card games, & watching sports.
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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