Deanne Phillips

About Deanne Phillips

Financial decisions often happen during life\'s biggest transitions - retirement, divorce, career change, caregiving, or the sudden responsibility of managing wealth. My work focuses on helping people navigate those moments with clarity and confidence. As Managing Director of Client & Community Engagement, I lead initiatives designed to expand the firm\'s reach through education, media, and community partnerships. I oversee our Women & Wealth platform, creating programming that connects women investors with the guidance and resources they need to make informed financial decisions. Through the Women & Wealth radio Show, educational workshops, podcasts and community events, I translate complex financial topics into practical conversations that resonate with real life. My goal is simple: make wealth planning understandable and approachable so people feel empowered to take action. I work closely with our wealth advisors, marketing team and centers of influence to develop strategic programs that bring together clients, prospective clients, and community organizations. Much of my work focuses on key life transitions - retirement planning, divorce financial planning, behavioral finance and the evolving role of women in wealth stewardship.At its heart, my role is about connection: connecting people with knowledge, with resources, and with the trusted guidance that helps them build a more secure financial future.

Experience

1. Managing Director of Client & Community Engagement

   Annex Wealth Management

   Sep 2025 — Present · Brookfield, WI, US

   Key ContributionsDivorce Services Division: Founded and scaled; practicing CDFA; quarterly workshops driving consistent new prospects.Women & Wealth: Achieved 179% ROI in 2024; built a robust program of monthly workshops and quarterly speaker events.Annex University: Built firm-wide client education platform; boosted retention and add-on AUM, sped onboarding, and reduced advisor workload through efficient use of media and CRM system.Public Representation: Frequent media contributor (radio, YouTube, national); keynote speaker at 55+ original workshops, directly tied to new client acquisition.Wealth Advisory: CFP® with 28 years of experience, managing households with complex, transition-based planning, proficient in EMoney, Holistaplan, Salesforce and more. Covering new business in Brookfield Headquarters, Annex\'s downtown Pfister Hotel branch, and Naples Florida.

Education

• College for Financial Planning

  Certified Financial Planner

  1998 — 2000

• Northwestern University

  NHSI, Theater

  1982 — 1982

Skills

• Finance
• Leadership
• Investments
• Wealth
• Asset Management
• Financial Services
• Volunteering
• Youth Mentoring
• Retirement Planning
• Management
• Team Building
• Strategy
• Strategic Planning
• High Net Worth Individuals
• Wealth Management
• Corporate Social Responsibility
• Estate Planning
• Public Speaking
• Investment Strategies
• Theatre
• Financial Advisory
• Portfolio Management
• Investment Management
• Loans
• Coaching
• Customer Service
• Education
• Small Business
• Teaching
• Asset Allocation
• Banking
• Mutual Funds
• Investment Advisory
• Financial Planning