Suzy Lopez

Suzy Lopez is a Wealth Manager at Annex Wealth Management.

As a Wealth Manager, Suzy 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.

Prior to Annex, Suzy graduated from UW-Milwaukee with a Marketing and Finance Major and then worked at Northwestern Mutual for 6 ½ years in an agency.

Suzy is a CERTIFIED FINANCIAL PLANNER ™ professional and has her Chartered Leadership Fellow (CLF) designation from the American Colleges of Financial Services.

Suzy lives in Wauwatosa with her family. They enjoy boating, trying new places to eat and drink, and going to the dog park!