Tom J. B.

Financial Planning Specialist at Annex Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Milwaukee

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Credentials

  • Enrolled Agent (EA)
    Internal Revenue Service
    Jan, 2023
    - Oct, 2024
  • Investments & Wealth Institute Member
    Investments & Wealth Institute
    Aug, 2021
    - Oct, 2024
  • CERTIFIED FINANCIAL PLANNER™ Professional
    CFP Board
    Mar, 2021
    - Oct, 2024
  • How to Find Financial Planning Opportunities When Reviewing a Tax Return
    Kitces.com
    Mar, 2021
    - Oct, 2024
  • Series 66
    FINRA
    Dec, 2019
    - Oct, 2024
  • Excel 2016: Financial Functions in Depth
    Lynda.com
    Feb, 2018
    - Oct, 2024
  • Maximizing Social Security Benefits For Couples
    Kitces.com
    Dec, 2021
    - Oct, 2024
  • Series 7
    FINRA
    Jul, 2019
    - Oct, 2024
  • SIE
    FINRA

Experience

  • Annex Wealth Management
    • United States
    • Investment Management
    • 100 - 200 Employee
    • Financial Planning Specialist
      • Aug 2020 - Present

  • Retirement Income Strategies
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Paraplanner
      • May 2020 - Aug 2020

    • Operations Analyst
      • Aug 2018 - May 2020

  • Legacy Advisor Network
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Planning Intern
      • Jun 2017 - May 2018

  • BMO U.S.
    • United States
    • Banking
    • 700 & Above Employee
    • Customer Service Representative
      • Dec 2015 - Jun 2017

      -Provides professional, courteous and friendly customer service, greeting all customers promptly and pleasantly -Balances assigned cash drawer in accordance to Bank directives -Makes qualified referrals to other team members including other lines of business -Exhibits effective follow through and ownership to every customer interaction -Provides professional, courteous and friendly customer service, greeting all customers promptly and pleasantly -Balances assigned cash drawer in accordance to Bank directives -Makes qualified referrals to other team members including other lines of business -Exhibits effective follow through and ownership to every customer interaction

Education

  • University of Wisconsin-Madison
    Bachelor of Science (BS), Personal Finance, Certificate: Entrepreneurship

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