Michael Duffy is a Client Service Leader, serving the clients of David Spano, President of Annex Wealth Management.  Michael coordinates and contributes to many aspects of the professional services provided by Dave and the other members of his team.  With a focus on outstanding customer service, Michael is responsible for ongoing service and administration needs.  Michael is responsive and resourceful and is the primary point of contact for the service needs of Dave’s clients.

 

Michael has a passion for problem solving and developing long-term client relationships.  He has over 9 years of solid industry experience providing comprehensive financial planning, products and services to institutions, small businesses, individuals and households.  Michael has passed the following FINRA exams:  General Securities Representative (Series 7), Futures Managed Funds Examination (Series 31), and Uniform Combined State Law Examination (Series 66).  He is also Wisconsin Insurance Licensed in Life, Accident & Health.

 

Michael is raising his family in Wauwatosa, WI with his wife, Jolie.  A graduate from the College of the Holy Cross in Worcester, MA, he was awarded the Holy Cross Presidential Scholarship four years in a row and participated in collegiate athletics as a member of the football program.  He is a past member of the Alumni Association Board of Directors at Marquette University High School, helps to plan the MUHS Annual Golf Invitational, and has been a volunteer assistant football coach there as well.  Michael is an active parishioner of Gesu Parish in Milwaukee, WI.  He enjoys spending time with his family, coaching and mentoring, participating in team sports, and being outdoors.