← Meet the Team
Julie Geszvain
Client Service Manager
Julie Geszvain is a Client Service Manager at Annex Wealth Management.
As a Client Service Manager, Julie assists all service-related needs of Annex Wealth Management clients.
Julie has 33 years of experience in the financial service industry and was with an asset management firm in Whitefish Bay for nine of those years. She began with the firm in 1996, left after six years to raise her children, and returned in 2017 before joining Annex in November of 2025. She brings value to the team with her experience in and knowledge of the industry.
Working with clients is Julie’s favorite part of the job – she enjoys the personal relationships she’s developed over the years and takes pride in her ability to get things done on the client’s behalf. Julie is a strong advocate for clients and deploys her granular knowledge of how the financial system works to smooth the path for client transfers, rollovers, distributions, trades – whatever is needed.
Julie enjoys reading, traveling and spending time with her husband, children, grandchildren and friends.