Jay Schwab, CPA, joins Annex Wealth Management, Elm Grove, as a client experience manager. Jay will rely on his over 20 years of financial planning experience to ensure Annex Wealth Management’s core processes serve clients in every branch. Prior to joining Annex Wealth Management, Schwab served as director of distribution and financial planning at Northwestern Mutual. His 10-year career with Northwestern Mutual also includes serving as chief distribution officer and assistant director – field compensation & planning. Schwab earned his Bachelor of Business Administration degree in accounting from the University of Wisconsin – Milwaukee, and earned his Master of Business Administration (MBA) from Marquette University. He is a Certified Public Accountant, holds FINRA Series 6, 7, 26 and 63 registrations, is insurance licensed for Wisconsin Life, Accident & Health and is a certified accountability coach.
Company:
Annex Wealth Management
12700 W. Bluemound Rd
Suite 200
Elm Grove, Wisconsin 53122
