Financial Services Industry People in the News

David Spano, founder and president of Annex Wealth Management LLC, has been named president of the Financial Planning Association of Southern Wisconsin.

Prior to being elected to serve as president, Spano acted as the director of government relations for the FPA-SW since 2004. As president of the FPA-SW, Spano will lean an organization that helps practitioners succeed as financial planners, cultivates the body of knowledge for financial planning, shares best practices, and encourages professional development. 

 

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