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Elias Rico
Client Service Manager
Elias Rico is a Client Service Manager at Annex Wealth Management.
As a Client Service Manager, Elias assists with all service-related needs of Annex Wealth Management clients.
Before Annex Wealth Management, Elias was a financial representative while also working as an IYS mentor at CESA 6.
Elias graduated from University of Wisconsin Oshkosh with a bachelor’s degree in Business Administration, a Financial Management Certificate, and an Insurance Risk and Management Certificate.
In his free time, Elias enjoys exploring new things, working out, and hanging out with family and friends. During the summer, Elias likes to take advantage of the weather by going hiking, swimming, running, and biking.
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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