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Sarah Kyle
Wealth Manager
Sarah Kyle is a Wealth Manager at Annex Wealth Management’s Elm Grove office.
As a Wealth Manager, Sarah meets with prospective clients, working to secure the client relationship and then oversee the relationship for the long-term. Wealth managers conduct initial portfolio reviews with 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.
Sarah earned a Bachelor of Business Administration in Finance from Marquette University. Before she worked at Annex Wealth Management, Sarah was a Private Wealth Advisor at BMO Harris Private Wealth Management. The majority of her career was spent at Robert Baird where she was a Director of Institutional Equity Sales and Trading. She holds her FINRA registrations of General Securities Representative (Series-7) and Uniform Combined State Law (Series 66).
Sarah loves spending time with her family, enjoys healthy living, and all sports especially playing golf and competitive tennis.
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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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