Matthew Morzy, MBA, CFP
Investment Team Manager at Annex Wealth Management- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Experience
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Annex Wealth Management
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United States
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Investment Management
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100 - 200 Employee
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Investment Team Manager
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Jan 2021 - Present
Elm Grove, Wisconsin, United States
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Investment Management Specialist
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Apr 2018 - Jan 2021
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Associate Wealth Manager
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Dec 2016 - Apr 2018
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Scottrade
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United States
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Financial Services
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400 - 500 Employee
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Investment Consultant
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Aug 2014 - Dec 2016
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Carroll University
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United States
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Higher Education
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500 - 600 Employee
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Adjunct Professor
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Sep 2014 - Dec 2014
Waukesha, Wisconsin
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PNC
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United States
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Financial Services
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700 & Above Employee
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Financial Consultant
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Jan 2014 - Jul 2014
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International Planning Group
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United States
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Insurance
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1 - 100 Employee
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Financial Assocate
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Apr 2013 - Dec 2013
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Candidate for State Assembly
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Nov 2012 - Apr 2013
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Scottrade
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United States
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Financial Services
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400 - 500 Employee
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Branch Manager
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2008 - 2012
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Education
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Northwestern University
Financial Planning -
Marquette University
Master of Business Administration - MBA -
Carroll University
Bachelor's degree, Finance, General -
Whitnall High School
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