Matthew Morzy, MBA, CFP

Investment Team Manager at Annex Wealth Management
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Contact Information
us****@****om
(386) 825-5501

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Bio

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Experience

  • Annex Wealth Management
    • United States
    • Investment Management
    • 100 - 200 Employee
    • Investment Team Manager
      • Jan 2021 - Present

      Elm Grove, Wisconsin, United States

    • Investment Management Specialist
      • Apr 2018 - Jan 2021

    • Associate Wealth Manager
      • Dec 2016 - Apr 2018

  • Scottrade
    • United States
    • Financial Services
    • 400 - 500 Employee
    • Investment Consultant
      • Aug 2014 - Dec 2016

  • Carroll University
    • United States
    • Higher Education
    • 500 - 600 Employee
    • Adjunct Professor
      • Sep 2014 - Dec 2014

      Waukesha, Wisconsin

  • PNC
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Consultant
      • Jan 2014 - Jul 2014

  • International Planning Group
    • United States
    • Insurance
    • 1 - 100 Employee
    • Financial Assocate
      • Apr 2013 - Dec 2013

  • Wisconsin 98th Assembly District
    • Candidate for State Assembly
      • Nov 2012 - Apr 2013

  • Scottrade
    • United States
    • Financial Services
    • 400 - 500 Employee
    • Branch Manager
      • 2008 - 2012

Education

  • Northwestern University
    Financial Planning
    2016 - 2017
  • Marquette University
    Master of Business Administration - MBA
    2008 - 2014
  • Carroll University
    Bachelor's degree, Finance, General
    2001 - 2005
  • Whitnall High School
    1998 - 2001

Community

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