← Meet the Team
Melanie Funk
Lead Client Operations Specialist
Melanie Funk is a Lead Client Operations Specialist at Annex Wealth Management.
As Lead Client Operations Specialist, Melanie helps oversee a number of processes and procedures for the Operations team. Melanie also assists with service-related needs of Annex Wealth Management clients including new client onboarding, asset movement, and account paperwork.
Prior to Annex Wealth Management, Melanie worked for BMO Asset Management, formally known as Marshall & Illsley Wealth Management. She worked in the Investment Coordination department for 7 years as well as the SMAC (Security, Movement and Control) department for several years.
Melanie lives in Bay View with her 8-year-old daughter, Lydia. They love to get outside and walk by the lake when the weather cooperates. She also loves to spend time with her family and friends.
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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