Dave Spano

Mr. David J.
Spano is a President & Chief Executive Officer at Annex Advisory Services LLC.
He provides and implements the vision for the entire firm.
His focus on independent advice and complete financial solutions has been the vision behind the establishment and growth of one of the premier independent financial service organizations in Wisconsin and Northern Illinois.
Under his direction, Annex Wealth Management brings together high-quality, client-focused professionals from the investment advisory, retirement planning and estate planning fields to form a client service team prepared to meet the financial needs of a diverse client base.
Mr. Spano has served as Chairman of the Board of the Financial Planning Association of Southern Wisconsin, where he has also served as President and Director of Government Relations.
He also serves on the boards of Summerfest and The Historic Third Ward.
Dave previously served on the board of the Lakeshore State Park and Miller Park Stadium Board (2004-2008).
He is a graduate of University of Wisconsin – Milwaukee, and has earned his Certified Financial Planner designation.