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Reina Wu
Wealth Management Assistant
Reina Wu is a Wealth Management Assistant at Annex Wealth Management.
As a Wealth Management Assistant, Reina assists with all service-related needs of Annex Wealth Management.
Reina has recently graduated from the University of Wisconsin-Madison with a bachelor’s degree in Economics and Personal Finance with an emphasis in Financial Planning. Prior to joining Annex full-time, Reina was an intern on the Financial Planning team.
Outside of work, Reina enjoys going on walks, playing table tennis, listening to music, 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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