Brian Melter

Brian Melter is the Senior Director of Client Experience at Annex Wealth Management.

As Senior Director of Client Experience, Brian leads the firm’s client experience strategy, ensuring that every interaction—across digital, physical, and personal channels—reflects Annex’s commitment to warm, one-on-one service. He is responsible for shaping and continually elevating the end-to-end client journey, aligning technology, process, and people to deliver an elite, full-service wealth management experience.

Brian brings more than 30 years of expertise driving consumer experience transformation and enterprise leadership across financial services and fintech. Most recently, he served as Chief Experience Officer at one of Wisconsin’s largest credit unions, where he led all member-facing operations across 35 branches and more than 550 associates, overseeing digital and mobile banking, marketing, and omni-channel experience. Earlier, he was Senior Vice President and General Manager of Digital Solutions at a financial services company, leading the teams responsible for their flagship digital banking platform.

Over his career, Brian has held senior digital, operations, and marketing leadership roles numerous organizations and has consulted with top-tier investment firms.

Brian earned his Bachelor of Business Administration in Finance from the University of Wisconsin–Whitewater.

Brian also served his community for nearly two decades as a state-certified firefighter and ice rescue instructor. Brian lives in the Lake Country region of Wisconsin with his wife and daughter. Outside of his professional work, he enjoys all seasons with his family at their cabin in the Northwoods of Wisconsin.