Reina Wu
Wealth Management Assistant at Annex | Recent UW-Madison Graduate
- Role
- Wealth Management Assistant at Annex Wealth Management
- Location
- Madison, WI, US
- LinkedIn followers
- 500 followers
About Reina Wu
I recently graduated from UW–Madison with a degree in Personal Finance and Economics. I am currently a Wealth Management Assistant at Annex. I love being part of a team that helps clients make confident, informed financial decisions.What drives me most is seeing people feel secure and free from financial stress — knowing they can enjoy their retirement and the life they’ve worked for. I’m passionate about making financial planning approachable and meaningful, and I’m excited to keep growing in this field as I build my career in wealth management.
Experience
Wealth Management Assistant
Aug 2025 — Present · Brookfield, WI, US
Education
University of Wisconsin-Madison
Bachelor of Science - BS, Economics and Personal Finance- Financial Planning and Certificate in Public Policy
2022 — 2026
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