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
Finance & AccountingView LinkedIn profile

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

  1. Wealth Management Assistant

    Annex Wealth Management

    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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Reina Wu — Wealth Management Assistant at Annex Wealth Management in Madison, WI, US | Unifers