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Terry Conner
Client Operations Specialist
Terry Conner is a Client Operations Specialist at Annex Wealth Management.
As a Client Operations Specialist, Terry assists with all service-related needs of Annex Wealth Management clients including new client onboarding, scheduling, and account paperwork.
Terry has 20+ years of customer service experience in the financial sector, specializing in Insurance, Mortgage Insurance and Banking.
Terry graduated from Alverno College in 1999 where she studied Business Management and Professional Communication. While at Alverno, she worked as a writing assistant and served as the treasurer for her chapter of Pi Sigma Epsilon – the only national co-ed professional sales and marketing fraternity.
Terry likes to knit while soaking up the sun on her deck or doing DIY projects around her condo while listening to an audiobook or podcast.
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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