For additional information, contact:
Mark Beck, Annex Wealth Management
262-786-6363
Brookfield, Wis., June 24, 2011. . . . .Annex Wealth Management today announced the appointments of Eric Brown and Dave Mills, CFP®, as senior financial advisors. Brown and Mills most recently represented The Mutual Fund Store in the Milwaukee area.
“This is a substantial development for Annex Wealth Management. Eric and Dave bring nearly 40 years of combined industry experience to Annex and we are delighted to have them join our firm,” said Dave Spano, president of Annex Wealth Management. “Eric and Dave made the decision to join Annex Wealth Management because of our independent, unbiased approach, our unique core and tactical investment philosophy, as well as our ability to offer complete wealth management services, including financial planning.”
Eric Brown and Dave Mills are well-known in the Milwaukee community. As new members of the Annex Wealth Management team, they look forward to continuing to work with their valued clients.
Eric Brown has extensive prior experience investment experience, starting his career in the financial services industry in 1991. He graduated with a bachelor’s degree in finance from the University of Wisconsin-Milwaukee.
Dave Mills, a Certified Financial Planner (CFP®), has been active in the investment field since 1993 after starting his career with the Vanguard Group in Arizona over 16 years ago.
About Annex Wealth Management
Annex Wealth Management, LLC is a premier, independent financial service organization headquartered in Brookfield, Wis. Under the direction of Dave Spano, CFP® and President, Annex Wealth Management brings together high-quality, client-focused professionals from the investment advisory, retirement planning and estate planning fields to form a client service team prepared to meet the financial needs of a diverse client base. Annex can be heard state-wide during its weekend radio broadcasts on 620AM WTMJ and 1130AM WISN. For more information, please visit http://www.annexadvisors.com.
Securities offered through H. Beck, Inc., member FINRA/SIPC. Annex Wealth Management, LLC and H. Beck Inc. are unaffiliated.
