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Dylan C. Adler
Associate Wealth Manager
Dylan Adler is an Associate Wealth Manager at Annex Wealth Management.
As an Associate Wealth Manager, Dylan assists with all service-related needs of Annex Wealth Management.
Dylan joins Annex with over 10 years of industry experience, most recently working at a small RIA firm. He graduated from UW-Whitewater and has passed his Series 6,7, 63 and 65 exams.
Dylan and his wife currently reside in New Berlin with their dog. Being in nature, taking their dog hiking and camping are some of his favorite things. He also enjoys making sourdough bread and preparing a wonderful cup of coffee.
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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