Dave Spano
Dave Spano, CFP® is the President & Chief Executive Officer of Annex Wealth Management, where he provides and implements the vision for the entire firm. With over 35 years of experience in the financial services industry, Dave has helped shape the vision and growth of one of the premier independent financial service organizations in Wisconsin and Northern Illinois. Dave is a prominent figure in the Milwaukee community, having served on multiple boards, including Summerfest and The Historic Third Ward, and as President of the Italian Community Center.
Meeting The Vision Together Through Shared Commitment And Empowerment
BizTimes Milwaukee: AI continues to have a massive impact on industries across the world. How does Annex see AI...
Annex CEO sees a future of growth and continued service
BizTimes Milwaukee: What is your favorite success story?
Spano: Over the last four decades, there have been so many stories...
How challenging times created new millionaires
The economic crisis we’ve faced over the past year resulted in negative outcomes for many businesses and families. But...
No time to coast: tax planning in 2020
Over the years, I’ve learned that many folks use these last weeks of the year to pay more attention...
Plan on being truly older and wiser
Older adults continue to control an increasing amount of America’s wealth. It’s just more indication that time is often...
You deserve to know
Over 30 percent of people in a recent survey had no idea how their financial professional is compensated. That’s...
Big life moments may mean complex financial decisions
Most of us face moments in life when we must make a critical financial decision, like buying a home,...
Proper planning may help peace of mind in a crisis
What’s causing you the most stress amidst this health crisis? A recent poll indicated the top four concerns are...
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Markets tend to overreact to virus news
It seems like everywhere I’ve been the past few days – from my son’s basketball game to the television...
We’re not all above average
Through the decades that I’ve been working as a financial advisor, my team has encountered some people who just...
Preparing for the storm
Our weather’s a little chillier, and whether you’re attending a football game, picking apples, or on an autumn stroll,...
The SECURE Act should raise questions about your plan
A piece of legislation that recently passed the House of Representatives could have a significant impact on your retirement...
