Jacob Galante

Jacob Galante is a Wealth Manager at Annex Wealth Management.

As a Wealth Manager, Jacob guides clients through every stage of their financial journey—overseeing the design, implementation, and ongoing monitoring of personalized wealth strategies. He provides objective, comprehensive advice rooted in each client’s goals and leads regular review meetings to ensure their plan stays aligned with life’s changes and opportunities.

Jacob has years of experience working in client services specializing in investment management. He graduated from the University of Wisconsin Milwaukee receiving a Bachelor’s degree in Finance. Before Annex, he lived in Dallas, Texas and worked for a national investment firm.

Outside of work, he enjoys spending time with his wife, Anna, & dog, Nelson. He loves traveling, being outdoors, playing card games, and watching sports.