Anthony Pandolfi,

Anthony joined Raymond James in February 2021 as a financial advisor in the Buffalo, New York, office. His primary focuses are portfolio management, research and analysis, requiring him to evaluate existing and potential future portfolio positions as well as the latest economic trends. Anthony stays on top of this information by reading financial filings and company reports, participating in conference calls and diligently studying the latest industry analysis.

He enjoys the demands of the fast-paced industry, utilizing a detail-oriented approach. Anthony strives to excel in his position through patience and composure despite a constantly changing and often volatile environment. He works on behalf of clients to help ensure that strategies are managed thoughtfully and executed with precision. While he and his team serve a varied clientele, many of his clients are business owners, entrepreneurs and high-net-worth individuals.

Anthony draws from his previous experiences that he has gained since starting in the industry in 2000 with Value Line, Inc. as a financial analyst. He then transitioned to Morgan Stanley and was most recently with UBS Financial Services as a senior wealth strategist. He holds the CFP®, CPM®, ChFC® and CLU® professional designations and earned a Bachelor of Science degree in business and financial analysis from the University at Buffalo.

Anthony and his wife, Amelia, are proud parents to their daughter, Adeline, and live in Snyder, New York. Anthony is a past member of the board of directors for the Hauptman-Woodward Medical Research Institute in Buffalo. He is also an avid reader and enjoys traveling, especially if it means learning more about his passion for wine and spirits. He is a Certified Sommelier, which he earned through the Court of Master Sommeliers.