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Susan Felton
Client Operations Specialist
Susan Felton is a Client Operations Specialist at Annex Wealth Management.
As a Client Operations Specialist, Susan assists with all service-related needs of Annex Wealth Management clients including new client onboarding, scheduling, and account paperwork.
Before Annex Wealth Management, Susan worked as a stay-at-home-mom and before that, performed administrative operations at SysLogic, Inc., and Cap Gemini.
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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