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Lisa Angione
Lisa Angione is the Office Administrator at Annex Wealth Management’s Naples, FL branch office.
As Office Administrator, Lisa answers calls from current and potential clients, coordinates meetings, maintains client files and handles many administrative duties.
Lisa has taken on roles in a couple industries prior to joining Annex, specifically 25 years as a Legal Assistant/Paralegal, and several years as an esthetician and spa owner. Between each career, she was able to apply her legal background, pursue her interest in health and wellness, and meet lots of interesting people.
Outside of work Lisa loves spending time outdoors, whether it’s hiking (which includes Mt. Washington), paddleboarding, snorkeling, or jet skiing. She has two grown daughters and lives in Naples with her Yorkshire Terrier, Jake.
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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