← Meet the Team
Marilou Davido, CPA, CFP®, CDFA®
Senior Wealth Manager
Marilou Davido is a Senior Wealth Manager at Annex Wealth Management.
As a Senior Wealth Manager, Marilou guides clients through every stage of their financial journey—overseeing the design, implementation, and ongoing monitoring of personalized wealth strategies. She 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.
Marilou worked in public accounting for nearly 15 years before starting a career in financial planning and investment management. Prior to Annex Wealth Management, she worked for 10 years as a financial planner and investment advisor.
Marilou earned her Bachelor of Science in Accounting from the University of Akron. She is a CERTIFIED FINANCIAL PLANNER® professional, holds the CPA and CDFA® designations, and has passed the Uniform Investment Advisor Law (Series 65) exam.
Marilou lives in Greenfield with her husband and two children. She enjoys spending her free time with family and friends, traveling, doing jigsaw puzzles, playing piano, and enjoying Milwaukee’s expansive theater scene.
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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