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Mark Pent
Mark Pent is a Senior Wealth Manager at Annex Wealth Management.
As Senior Wealth Manager, Mark 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.
Mark has held a variety of roles in Wealth Management since 2002. He has served as a Financial Advisor, Branch Manager, and Complex Director. Prior to joining Annex, Mark worked for a national financial services firm for over 15 years, most recently as Branch Director in Madison.
Mark holds a BA from the University of Illinois Chicago. He has FINRA licenses, 3, 7, 9, 10, 31 and 66.
Mark enjoys travel, snow skiing, boating and cheering on the Badgers. He and his wife Mary have 3 adult daughters.
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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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