President and CEO
Annex Wealth Management | Brookfield
With more than 35 years of experience in the financial services industry, Dave Spano leads Brookfield-based Annex Wealth Management as its founder, president and chief executive officer. A prominent wealth management firm in the Milwaukee area, Annex provides asset management services to approximately 6,000 households and has more than $6 billion in assets under management. The firm has eight offices across Wisconsin and northern Illinois and provides services such as financial and retirement planning, investment management, insurance assessment, tax preparation and planning and estate planning. Its reputation has been bolstered by personal finance shows on AM-1130 WISN and AM-620 WTMJ in Milwaukee and on AM-1150 WHBY in Kimberly.
Spano was previously chairman of the board of the Financial Planning Association of Southern Wisconsin and president of the Italian Community Center, Festa Italiana and the United Ethnic Festivals, and he has served on the boards of Milwaukee World Festival Inc., Lakeshore State Park, the Historic Third Ward Association and the former Miller Park Stadium Board. He is chairman of the Annex Charitable Foundation, the firm’s 501(c)3.
Education: Bachelor’s, University of Wisconsin-Milwaukee
2022 Wisconsin 275 Profile
Banking and Finance
President and CEO
Annex Wealth Management | Elm Grove
David Spano founded Annex Wealth Management in 2000 and has led the Elm Grove-based fiduciary wealth management firm as president and chief executive officer since. Today, it is among the largest fiduciary wealth management firms in the Milwaukee area, reporting $4.37 billion in assets under management at year’s end in 2021. Annex enjoys a large profile in part because of personal finance shows on 1130 WISN and 620 WTMJ in Milwaukee and on WHBY in Kimberly. Spano has been chairman of the board of the Financial Planning Association of Southern Wisconsin and president of the Italian Community Center, Festa Italiana, and The United Ethnic Festivals. He’s also served on the boards of Milwaukee World Festival Inc., the Historic Third Ward, Lakeshore State Park and Miller Park Stadium Board.
Education: Bachelor’s, UW-Milwaukee; CFP
What two business leaders would you want to have dinner with: “1) Warren Buffet. I quote the man often. 2) John D. Rockefeller – not only the first American billionaire, but I would ask him about the freedom people enjoy around the world through today’s energy sources and how would he position his company given today’s environment.”
Favorite Wisconsin restaurant and order: “Balistreri’s Bluemound Inn. The spiedini is pretty darn good.”
As you enter your office, what would you choose to be your walk-up or theme song: “‘Money Talks’ by AC/DC. I know of a radio show with the same name.”
Career advice: “Time is the most valuable commodity.”
