Dylan C. Adler

Associate Wealth Manager @Annex Wealth Management

Delafield, WI, US

Prepare and organize financial data, reports, and materials ahead of client meetings to ensure readiness and accuracy- Attend client meetings alongside the Wealth Manager, capturing detailed notes and tracking follow-up actions- Respond promptly to client inquiries and requests, maintaining a high standard of service and attention to detail- Support portfolio reviews and ensure alignment with clients’ long-term financial goals- Collaborate cross-functionally with financial planning, investment, and tax teams to deliver integrated advisory solutions- Communicate effectively with the Investment team to manage financial accounts and address client needs- Maintain up-to-date, compliant client records in line with regulatory and internal standards- Coordinate the implementation of financial recommendations by working with internal teams to execute action items efficiently- Conduct thorough meeting preparation and follow-ups, including proactive outreach to clients and internal stakeholders- Participate in and support firm-hosted events, contributing to client engagement and relationship building.

University of Wisconsin-Whitewater

Bachelor's degree, Finance, General

University of Wisconsin-Waukesha

Associate's degree