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David Fisher
Wealth Manager
David Fisher is a Wealth Manager at Annex Wealth Management.
As a Wealth Manager, David meets with prospective clients, working to secure the client relationship and then oversee the relationship for the long-term. Wealth Managers conduct initial portfolio reviews with clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Financial Planning team; and engage in business development to deliver results.
David has spent most of his career working with clients to help them reach their financial objectives with a focus on outcomes through planning. Prior to Annex, David worked as a Wealth Advisor for a regional RIA and started his career in the planning world as an advisor for a national insurance and investment firm.
David graduated from University of Wisconsin – Eau Claire in 2009 with a degree in finance. He passed the following industry related exams: Uniform Investment Advisor Law Examination (Series 65), Uniform Investment Advisor Law Examination (Series 63), and Investment Company Products/Variable Contracts Representative Examination (Series 6).
David lives in Cedarburg with his wife, Ali, and three daughters. He enjoys traveling, staying active with sports, and spending time with his girls more than anything.
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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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