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Deanne Phillips, CFP®, CDFA®, ABFP, Director of Client Learning & Development

Deanne Phillips is Director of Client Learning and Development at Annex Wealth Management. As Director of Client Learning and Development, Deanne has input on engaging Annex Wealth Management’s clients and prospective clients. She also meets with prospective clients, working to secure the client relationship and then oversee those relationships for the long-term. Wealth managers conduct initial portfolio reviews with prospects and clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Central Planning department; and engages in business development to deliver results. Before Annex Wealth Management, Deanne worked in holistic wealth management, most recently serving as Director of Investments for BMO Private Bank in Milwaukee. Deanne holds a Bachelor’s degree from NYU, and has earned her CFP® designation.

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