Annex Wealth Management
Eric Thompson is a seasoned financial professional with extensive experience in client services and branch management. Currently serving as Client Services Manager at Annex Wealth Management since September 2021, Eric previously held the position of Branch Manager at First Midwest Bank from June 2020 to September 2021, where the institution is recognized as a leading relationship-based financial entity with nearly $20 billion in assets. Prior to this role, Eric managed operations at Park Bank from November 2014 to June 2020, contributing as both Branch Manager and Personal Banker. Eric holds a Bachelor of Science degree in Exercise Science and Business Administration from Carroll University, completed in 2010.
Annex Wealth Management
Annex is a fast-growing registered investment advisor founded with the goal of serving the complete financial needs of family, individual and business clients. We’ve earned a reputation for excellence in our industry by providing comprehensive and objective services. We strive to understand the nature and special circumstances of each of our clients, focusing on their personal financial situation, and providing ongoing management and solutions. We believe that integrity, customer service and hard work are the foundations for everything else we do. We are committed to working with our clients as a fiduciary providing independent and unbiased advice. In doing so, we strive to provide objective, creative and focused planning. We educate and explain in order to help our clients understand their financial situation and assist in the decision-making process.