Annex Wealth Management Welcomes Deanne Phillips To The Team

Annex Wealth Management is excited to welcome Deanne Phillips to our team as our Director of Client Learning & Development!

Deanne boasts seventeen years of serving as a financial planner, and will serve as the team lead on educating clients and potential new clients on the challenges and rewards of wealth management. Tune in Saturday…she’ll be a guest on “Money Talks” with Dave Spano August 1.

Advisory Services offered through Annex Wealth Management®, LLC. Securities offered through H. Beck, Inc Member FINRA & SIPC. Annex Wealth Management®, LLC and H. Beck, Inc are separate and unrelated companies.

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