← Meet the Team
Becca Camann
Client Operations Specialist
Becca Camann is a Client Operations Specialist at Annex Wealth Management.
As a Client Operations Specialist, Becca assists with all service-related needs of Annex Wealth Management clients including new client onboarding, scheduling, and account paperwork.
Becca earned her associate degree in Interior Design from Fox Valley Technical College in Appleton.
Before she worked at Annex Wealth Management, Becca worked in Operations and Account Maintenance at other financial firms.
Becca lives in Appleton with her cat, Stanley. She’s an avid Wisconsin sports fan and enjoys yoga, live music, baking, reading, and spending time with her friends and family.
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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