← Meet the Team
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.