Wealth Manager

Mike Dodge is a Wealth Manager at Annex Wealth Management.

As a Wealth Manager, Mike meets with prospective clients, working to secure the client relationship and then oversees those relationships for the long-term. Wealth managers conduct initial portfolio reviews with prospects and clients to determine or validate current investment objectives, prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Financial Planning Team, and engage in business development to deliver results.

Before coming to Annex Mike was a Vice President Investment Executive for a nationwide broker-dealer and investment advisor. In January 2022 he moved to work at another financial services firm in Naples, FL. Mike originally came northern Pennsylvania, most recently from State College, PA, where he had begun building his own financial planning practice with Weinken Wealth Management (Mass Mutual). While there he and his family lived on his wife’s family’s 600-acre farm where his chore was to help with the pigs.

While still in Pennsylvania Mike spent eight years in the PA Army National Guard as a platoon leader, fire directions officer, and fire support officer.

Mike graduated from the University of Pittsburgh at Bradford with a degree in managerial finance. He received his MBA from Strayer University and received his Chartered Life Underwriter®, Chartered Financial Consultant®, and CERTIFIED FINANCIAL PLANNER® certificates.

Mike has a one-year-old boy, a four-year-old girl, and a golden retriever named Al. In his free time, Mike spends a lot of time at the beach chasing his kids around, fishing, going on runs, playing basketball, and travelling. He takes an annual hunting trip to his hometown in Pennsylvania with the family over the Thanksgiving holiday. One of his goals in life is to visit every baseball stadium in the country.