Anthony has 18 years of experience as a Financial Planner and has been with Raymond James for the last 13 years, 7 of them as a Branch Manager. He specializes in retirement planning but can also work with individuals and businesses on all aspects of investing.
Anthony’s philosophy is based on listening to the client’s needs, then matching them with the most suitable investments in a straightforward uncomplicated manner. Besides being able to serve clients in Lake County, Ohio, he can also assist those in the following states: FL, PA, TX, IL, AZ, SC, NH, and TN. He is also able to recommend insurance products, if necessary, which could include life insurance and annuities.
He earned his MBA with a focus on finance from Cleveland State University, after attending Youngstown State University, Gannon University, Lakeland Community College and Case Weatherhead Business Program. His background experience also includes being an investor himself since the age of 18 plus several years as a Chemical Engineer which enhanced his analytical skills and helps him build custom portfolios for his clients.
His community involvements include President of local Chamber of Commerce 2012-2013, 2006 graduate of the Leadership Lake County program and member of various service organizations including BPOE, K of C, and LOOM. In his free time he enjoys golfing, traveling and fine-food sampling.
Raymond James is not affiliated with the above organizations and/or charitable causes.