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Nikki Trudell
Compliance Specialist
Nikki Trudell is a Compliance Specialist at Annex Wealth Management.
As Compliance Specialist, her responsibilities include the continuing development of all aspects of compliance, including regulatory oversight of all Annex Wealth Management® advisors, supervision of accounts and transactions, and compliance with US Securities & Exchange Commission and related securities rules and regulations.
Before Annex Wealth Management, Nikki was a Client Service Supervisor at Voit & Company, LLC. She also spent 12 years at HealthWorks Wellness Center as the Medical Billing Manager.
Nikki graduated from Mount Mary College and received her Bachelor’s degree in Early Childhood Education. She also studied abroad in Australia for a summer.
Nikki lives in Germantown with her husband Jeff. She enjoys fishing, camping, attending sporting events and spending time with family and friends.
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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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