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Laura Kelley
Client Service Manager
Laura Kelley is a Client Service Manager at Annex Wealth Management.
As a Client Service Manager, Laura assists with all service-related needs of Annex Wealth Management clients.
Before Annex Wealth Management, Laura spent 11 years working for Waukesha County Circuit Court Services in various roles, including Circuit Court Supervisor. Prior to public service, Laura worked for another financial services firm within the medical equipment lease division.
Laura graduated from University of Wisconsin – La Crosse and received a bachelor’s degree with a double major in Public Administration and Political Science.
Laura enjoys reading, live music, spending time with family and friends, and participating in outdoor activities.
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 state-of-the art 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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