Jeff Pierce has joined Annex Wealth Management, a Wisconsin-based RIA serving family, individual and business clients, as president and chief operating officer, he announced in a post on LinkedIn.
Pierce wrote, “In this position, I look forward to working closely with our talented employees and leadership team to enhance our operational efficiencies, expand our market presence, and deliver unparalleled value to our clients. Our industry is evolving rapidly, and I am confident that with our collective vision and determination, we will navigate these changes successfully and emerge stronger than ever.”
Pierce was previously working as the chief executive officer at The Mather Group. He has also held positions at Creative Planning, Wipfli Financial Advisors and Dimensional Fund Advisors.
He received his bachelor’s degree in business administration from Washington State University, College of Business and Economics.
