Managing Director of Client and Community Engagement

Deanne Phillips is Managing Director of Client and Community Engagement at Annex Wealth Management.

As Managing Director of Client and Community Engagement, Deanne is responsible for developing and presenting workshop and webinar content to further the educational needs of our client base and ensure Annex’s prospective clients are engaged with us and Know The Difference. She runs our Women & Wealth group at Annex; an education-based network of women, open to anyone in the community, designed specifically to foster collaboration, community and growth in specific areas of financial planning.

Deanne also meets with prospective clients, working to secure the client relationship and then oversee those relationships for the long-term. As a Wealth Manager, she conducts initial portfolio reviews with clients to determine or validate current investment objectives, and prepares recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Investment and Financial Planning teams.

Deanne has over 26 years of financial services experience working directly with clients and 10 years prior in the education field. Prior to joining Annex, Deanne worked in holistic wealth management, most recently serving as Director of Investments for BMO Private Bank in Milwaukee, and as a Senior Private Wealth Portfolio Manager for U.S. Bank.

Deanne holds a bachelor’s degree from New York University and has been a practicing CFP® professional for over 20 years. She is also a Certified Divorce Financial Analyst (CDFA®), and an Accredited Behavioral Financial Professional (ABFPsm), who assists our clients and prospective clients with financial transitions such as divorce.  She is a member of the National Speaker’s Association (NSA) and part of the Milwaukee Business Journal’s 40 Under 40 Alumni group as a former recipient. As an educator she has taught at such institutions as the University of Wisconsin and Northwestern University.  She’s been a guest speaker and lecturer at numerous local and national conferences FPA, NAIFA, FSFP, and national banks, and has published writings specific to Divorce specialty on theStreet.com.