Jeff Stanich, Jr. CFP^®

Senior Wealth Manager 

Jeff Stanich is a Senior Wealth Manager at Annex Wealth Management.

As a Senior Wealth Manager, Jeff 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.

Jeff spent over 27 years as an Options Trader in Chicago before transitioning to a career in Wealth Management.

Jeff completed the Certificate in Financial Planning at Northwestern University. Jeff is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Uniform Investment Advisor Law (Series 65) license with Annex Wealth Management.

Jeff lives in Pleasant Prairie with his wife Lana and has three adult children. Jeff enjoys traveling with Lana, exercising, fishing, golf and spending time with family and friends.