Andy Eichel

Andy Eichel is a Senior Wealth Advisor at Annex Wealth Management.

As a Wealth Advisor, Andy serves as an Annex ambassador, introducing individuals and businesses to the firm’s full range of capabilities. He leads the discovery process—learning each prospective client’s goals, priorities, and financial circumstances—to determine how Annex can best serve them.

Prior to joining Annex Wealth Management, Andy served as an Investment Consultant at a regional bank, where he focused on tailoring investment strategies to individual needs. His tenure as a Retirement Specialist allowed him to deepen his understanding of retirement planning, with additional experience adding a broad perspective on fund management and client relations.

Educationally, Andy holds a Bachelor of Business Administration in Finance from the University of Wisconsin-Milwaukee, which laid the foundation for his career in financial services. Committed to continuous professional development, he has successfully completed the Series 7, Series 6, Series 66, and Series 63 certifications, equipping himself with a comprehensive understanding of securities and investment practices.

Outside the office, Andy is an avid golfer and skier, always looking for new challenges and adventures. Traveling and exploring new places is a passion, and he cherishes spending quality time with my friends and family.