Case is new CFO of Annex Wealth Management

Last updated on June 29th, 2023 at 02:37 pm

Melissa Case has been named chief financial officer of Elm Grove-based Annex Wealth Management.

Case will oversee all areas of the firm’s financial operations and accounting. Prior to joining Annex Wealth Management, Case served as controller for R.A. Smith National Inc. in Brookfield.

“Melissa joins our team with over 12 years of experience in finance and accounting.  She brings to Annex Wealth Management well-rounded expertise in budgeting, forecasting, financial reporting, and mergers and acquisitions.  Melissa’s proven leadership abilities will be a tremendous asset to our continued growth and success.  We are pleased to welcome her to our team,” said David Spano, president and chief executive officer of Annex Wealth Management.

Case joined R.A. Smith National in 2000, serving most recently as controller.

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