← Meet the Team
Nick Enea, CFP®, MA
Senior Wealth Manager
Nick Enea is a Senior Wealth Manager at Annex Wealth Management.
As a Senior Wealth Manager, Nick 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.
Nick is a CERTIFIED FINANCIAL PLANNER™ and an Investment Adviser Representative registered with the Financial Industry Regulatory Authority (FINRA). In addition to holding his Series 63 and Series 65 securities licenses, Nick was conferred the designations of CERTIFIED DIVORCE FINANCIAL ANALYST™ (2002) and CERTIFIED DIVORCE SPECIALIST (2003). He is currently a member of the Collaborative Family Law Council of Wisconsin, Inc. Nick earned his master’s degree in economics from the University of Wisconsin-Milwaukee.
Nick was the President of an asset management firm in Whitefish Bay prior to joining Annex, and worked for eight years as a Small Business Lending Officer at a large Midwestern commercial bank before that.
When he’s not working, Nick likes to travel or take in a baseball game with his wife Tammy, and their four kids.
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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