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Mike Venturini
As Wealth Manager, Mike meets with prospective clients, working to secure the client relationship and then oversee 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 engages in business development to deliver results.
Before Annex Wealth Management, Mike served as Director of Operations and Investment Advisor Representative at an area firm.
Mike holds FINRA registrations of General Securities Representative (Series-7), Uniform Combined State Law Examination (Series-66), and Uniform Securities Agent State Law (Series-63).
Mike enjoys playing golf, boating, and spending time with his family.
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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