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Brandon Willis

Client Service Manager

Brandon Willis is a Client Service Manager at Annex Wealth Management.

As a Client Service Manager, Brandon assists all service-related needs of Annex Wealth Management clients.

Prior to working at Annex, Brandon was a Financial Advisor & Director of Development with a national financial services firm for 8 years. He attended UW-Oshkosh, where he studied Criminal Justice & Political Science and played on the football team.

In his spare time, Brandon enjoys watching all Wisconsin sports, spending time with family, cooking, and playing with his dog, Crosby.

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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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