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Angela Wingo
Client Operations Specialist
Angela Wingo is a Client Operations Specialist at Annex Wealth Management.
As a Client Operations Specialist, Angela assists with all service-related needs of Annex Wealth Management clients including new client onboarding, scheduling, and account paperwork.
Before joining Annex Wealth Management, Angela worked as an operations specialist at UMB Fund Services and, before that as a registered client service associate for another financial service firm.
Angela graduated from DeVry Keller Graduate School of Management with a Master of Business Administration degree.
Angela lives in Milwaukee with her husband Frederick. In her spare time, she enjoys traveling and spending time with 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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