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Juliana Da Costa
Client Service Manager
Juliana Da Costa is a Client Service Manager at Annex Wealth Management.
As a Client Service Manager, Juliana assists with all service-related needs of Annex Wealth Management clients.
Juliana was born and raised in Brazil and moved to the United States when she was 16 years old. Juliana has lived in New York City and Hawaii before settling in Wisconsin. Juliana went to school for Business Administration with a concentration in Finance, and she hopes to go back to school for Economics.
Juliana has two beautiful little girls and an amazing fiancée. She loves cooking, having dance parties with her daughters, and learning about other cultures.
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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