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Melissa Montguire
Supervisor – Client Service
Melissa Montguire is a Supervisor of the Client Service Team at Annex Wealth Management.
As a Supervisor, Melissa manages and supervises processes and procedures for our Service Team. Melissa serves as one of the primary points of contact for Annex Wealth Management’s client service-related requests. This includes managing daily client service requests and inquiries; coordinating follow-through on account inquiry; financial planning and maintenance requests; preparing and scheduling client reviews; maintaining client records; and managing outgoing client communications.
Before Annex Wealth Management, Melissa worked for BMO Harris Financial Advisors and spent some time in retail banking prior to that, both with BMO Harris Bank and US Bank.
Melissa holds a Bachelor of Arts degree from Mount Mary University where she majored in Business and Communications and minored in English and Professional Writing.
Melissa enjoys reading, spending time with her family, and volunteering at her children’s school and church.
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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