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Elias Rico
Client Service Manager
Elias Rico is a Client Service Manager at Annex Wealth Management.
As a Client Service Manager, Elias assists with all service-related needs of Annex Wealth Management clients.
Before Annex Wealth Management, Elias was a financial representative while also working as an IYS mentor at CESA 6.
Elias graduated from University of Wisconsin Oshkosh with a bachelor’s degree in Business Administration, a Financial Management Certificate, and an Insurance Risk and Management Certificate.
In his free time, Elias enjoys exploring new things, working out, and hanging out with family and friends. During the summer, Elias likes to take advantage of the weather by going hiking, swimming, running, and biking.