Anthony Ursetti

Anthony Ursetti is a Senior Wealth Advisor at Annex Wealth Management.

As Senior Wealth Advisor, Anthony serves as an Annex ambassador, introducing individuals, families, 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.

Anthony has 23 years of experience in the financial services industry and more than 15 years of experience in private wealth management. Throughout his career, he has guided clients through a wide range of financial planning, retirement planning, investment, and wealth management needs. His approach is centered on simplifying financial complexity and helping clients stay focused on their long-term objectives.

Anthony has passed FINRA Series 7, Series 63, and Series 66 registrations, as well as holds Life and Health Insurance licenses. He remains committed to ongoing professional development and staying current on industry trends, planning strategies, and investment solutions that can help clients pursue their financial goals.

Anthony is an active supporter of the Dane County Humane Society, Coaches vs. Cancer, and the Make-A-Wish Foundation of Madison. He is also a proud member of the Italian Workmen’s Club in Madison and values opportunities to support the community he serves.

Outside of work, Anthony enjoys spending time with his wife, Rachel, as well as family and friends. He and Rachel enjoy spending time with their Black Labrador and taking advantage of everything the Madison area has to offer.