Dave Spano

Directeur Général chez Annex Advisory Services LLC

Profil

Mr. David J.
Spano is a President & Chief Executive Officer at Annex Advisory Services LLC.
He provides and implements the vision for the entire firm.
His focus on independent advice and complete financial solutions has been the vision behind the establishment and growth of one of the premier independent financial service organizations in Wisconsin and Northern Illinois.
Under his direction, 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.
Mr. Spano has served as Chairman of the Board of the Financial Planning Association of Southern Wisconsin, where he has also served as President and Director of Government Relations.
He also serves on the boards of Summerfest and The Historic Third Ward.
Dave previously served on the board of the Lakeshore State Park and Miller Park Stadium Board (2004-2008).
He is a graduate of University of Wisconsin – Milwaukee, and has earned his Certified Financial Planner designation.

Postes actifs de Dave Spano

Sociétés	Poste	Début
Annex Advisory Services LLC	Directeur Général	01/01/2003

Anciens postes connus de Dave Spano

Sociétés	Poste	Fin
Milwaukee World Festival, Inc.	Directeur/Membre du Conseil	-

Formation de Dave Spano

University of Wisconsin

Undergraduate Degree